JFS Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-190
| Closed | -$6K | – | 1959 |
|
|
2021
Q4 | $6K | Buy |
+190
| New | +$6K | ﹤0.01% | 771 |
|
|
2019
Q4 | – | Sell |
-745
| Closed | -$22K | – | 548 |
|
|
2019
Q3 | $22K | Buy |
745
+3
| +0.4% | +$89 | 0.01% | 290 |
|
|
2019
Q2 | $22K | Buy |
742
+5
| +0.7% | +$148 | 0.01% | 294 |
|
|
2019
Q1 | $22K | Sell |
737
-7,006
| -90% | -$209K | 0.01% | 289 |
|
|
2018
Q4 | $229K | Buy |
7,743
+7,218
| +1,375% | +$213K | 0.06% | 126 |
|
|
2018
Q3 | $15K | Buy |
+525
| New | +$15K | ﹤0.01% | 358 |
|