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JGP Wealth Management’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

JGP Wealth Management’s Portfolio SPTS Stock Details SPTS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,064
Closed -$291K – 175
2024
Q1 		$291K Sell
10,064
-1,436
-12% -$41.5K 0.04% 145
2023
Q4 		$334K Buy
+11,500
New +$334K 0.05% 137