JMFC
J.M. Forbes & Co’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-7,607
| Closed | -$234K | – | 109 |
|
|
2020
Q4 | $234K | Buy |
7,607
+207
| +3% | +$6.37K | 0.03% | 96 |
|
|
2020
Q3 | $227K | Buy |
7,400
+237
| +3% | +$7.27K | 0.04% | 93 |
|
|
2020
Q2 | $220K | Buy |
7,163
+339
| +5% | +$10.4K | 0.04% | 88 |
|
|
2020
Q1 | $210K | Buy |
+6,824
| New | +$210K | 0.05% | 82 |
|