ICA Group Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-1,908
| Closed | -$55.2K | – | 1260 |
|
2024
Q1 | $55.2K | Sell |
1,908
-927
| -33% | -$26.8K | 0.01% | 535 |
|
2023
Q4 | $82.4K | Buy |
+2,835
| New | +$82.4K | 0.02% | 403 |
|
2023
Q3 | – | Sell |
-5,793
| Closed | -$167K | – | 1081 |
|
2023
Q2 | $167K | Sell |
5,793
-14,287
| -71% | -$411K | 0.04% | 255 |
|
2023
Q1 | $587K | Buy |
20,080
+2,433
| +14% | +$71.1K | 0.14% | 137 |
|
2022
Q4 | $510K | Buy |
+17,647
| New | +$510K | 0.12% | 159 |
|