IFS Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-19,863
| Closed | -$636K | – | 138 |
|
|
2021
Q4 | $636K | Sell |
19,863
-3,633
| -15% | -$116K | 0.45% | 20 |
|
|
2021
Q3 | $759K | Sell |
23,496
-168,971
| -88% | -$5.46M | 0.49% | 19 |
|
|
2021
Q2 | $6.23M | Buy |
192,467
+3,434
| +2% | +$111K | 4.18% | 10 |
|
|
2021
Q1 | $6.06M | Sell |
189,033
-16,919
| -8% | -$543K | 4.74% | 9 |
|
|
2020
Q4 | $6.81M | Buy |
+205,952
| New | +$6.81M | 5.21% | 7 |
|