Herold Advisors’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
2023
Q4
Sell
-29,429
Closed -$770K 262
2023
Q3
$770K Buy
29,429
+5,255
+22% +$137K 0.23% 123
2023
Q2
$723K Buy
24,174
+520
+2% +$15.5K 0.22% 121
2023
Q1
$730K Buy
+23,654
New +$730K 0.25% 105