Heritage Wealth Management (Arizona)’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $60.6K | Buy |
2,098
+1,049
| +100% | +$30.3K | 0.01% | 472 |
|
|
2022
Q3 | $30K | Hold |
1,049
| – | – | 0.01% | 473 |
|
|
2022
Q2 | $30.9K | Sell |
1,049
-38
| -3% | -$1.12K | 0.01% | 487 |
|
|
2022
Q1 | $32K | Buy |
+1,087
| New | +$32K | 0.01% | 530 |
|
|
2021
Q3 | $33K | Sell |
1,087
-22
| -2% | -$668 | 0.01% | 503 |
|
|
2021
Q2 | $34K | Buy |
+1,109
| New | +$34K | 0.01% | 502 |
|