JFS Wealth Advisors’s SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-59
| Closed | -$2K | – | 1958 |
|
|
2021
Q4 | $2K | Buy |
+59
| New | +$2K | ﹤0.01% | 1162 |
|
|
2020
Q2 | – | Sell |
-32
| Closed | -$2K | – | 574 |
|
|
2020
Q1 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 450 |
|
|
2019
Q4 | – | Sell |
-129
| Closed | -$5K | – | 547 |
|
|
2019
Q3 | $5K | Sell |
129
-53
| -29% | -$2.05K | ﹤0.01% | 404 |
|
|
2019
Q2 | $7K | Buy |
182
+60
| +49% | +$2.31K | ﹤0.01% | 392 |
|
|
2019
Q1 | $4K | Sell |
122
-191
| -61% | -$6.26K | ﹤0.01% | 408 |
|
|
2018
Q4 | $11K | Buy |
+313
| New | +$11K | ﹤0.01% | 343 |
|