Heritage Wealth Management (Arizona)’s SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $297K | Buy |
10,231
+3,815
| +59% | +$111K | 0.04% | 294 |
|
|
2022
Q3 | $190K | Sell |
6,416
-1,736
| -21% | -$51.4K | 0.06% | 236 |
|
|
2022
Q2 | $270K | Sell |
8,152
-4,796
| -37% | -$159K | 0.09% | 175 |
|
|
2022
Q1 | $490K | Buy |
+12,948
| New | +$490K | 0.13% | 118 |
|
|
2021
Q3 | $148K | Sell |
3,585
-1,231
| -26% | -$50.8K | 0.05% | 266 |
|
|
2021
Q2 | $199K | Buy |
+4,816
| New | +$199K | 0.08% | 223 |
|