ICA Group Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-23,743
| Closed | -$669K | – | 1258 |
|
|
2024
Q1 | $669K | Buy |
23,743
+9,414
| +66% | +$265K | 0.13% | 142 |
|
|
2023
Q4 | $409K | Buy |
14,329
+454
| +3% | +$13K | 0.09% | 171 |
|
|
2023
Q3 | $382K | Buy |
13,875
+2,811
| +25% | +$77.4K | 0.11% | 158 |
|
|
2023
Q2 | $313K | Buy |
11,064
+6,461
| +140% | +$183K | 0.08% | 176 |
|
|
2023
Q1 | $133K | Sell |
4,603
-667
| -13% | -$19.3K | 0.03% | 291 |
|
|
2022
Q4 | $149K | Buy |
+5,270
| New | +$149K | 0.04% | 296 |
|