ICA Group Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $4.38K | Sell |
161
-9,141
| -98% | -$249K | ﹤0.01% | 599 |
|
|
2024
Q1 | $260K | Buy |
9,302
+3,203
| +53% | +$89.5K | 0.05% | 240 |
|
|
2023
Q4 | $177K | Buy |
+6,099
| New | +$177K | 0.04% | 276 |
|
|
2023
Q3 | – | Sell |
-5,046
| Closed | -$151K | – | 1080 |
|
|
2023
Q2 | $151K | Buy |
5,046
+4,981
| +7,663% | +$149K | 0.04% | 267 |
|
|
2023
Q1 | $2.01K | Sell |
65
-5,496
| -99% | -$170K | ﹤0.01% | 1083 |
|
|
2022
Q4 | $161K | Buy |
+5,561
| New | +$161K | 0.04% | 282 |
|