Heritage Wealth Management (Arizona)’s SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $228K | Buy |
8,060
+3,160
| +64% | +$89.2K | 0.03% | 320 |
|
|
2022
Q3 | $138K | Sell |
4,900
-685
| -12% | -$19.3K | 0.04% | 294 |
|
|
2022
Q2 | $165K | Buy |
5,585
+419
| +8% | +$12.3K | 0.05% | 272 |
|
|
2022
Q1 | $156K | Buy |
+5,166
| New | +$156K | 0.04% | 311 |
|
|
2021
Q3 | $8K | Sell |
262
-36
| -12% | -$1.1K | ﹤0.01% | 682 |
|
|
2021
Q2 | $10K | Buy |
+298
| New | +$10K | ﹤0.01% | 666 |
|