KWA
KCS Wealth Advisory’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $302K | Sell |
10,498
-2,055
| -16% | -$59K | 0.13% | 115 |
|
|
2023
Q2 | $361K | Buy |
12,553
+3,188
| +34% | +$91.8K | 0.13% | 121 |
|
|
2023
Q1 | $274K | Sell |
9,365
-155
| -2% | -$4.53K | 0.1% | 130 |
|
|
2022
Q4 | $275K | Sell |
9,520
-139,327
| -94% | -$4.03M | 0.11% | 130 |
|
|
2022
Q3 | $4.3M | Buy |
148,847
+68,518
| +85% | +$1.98M | 1.99% | 7 |
|
|
2022
Q2 | $2.37M | Buy |
+80,329
| New | +$2.37M | 1.05% | 26 |
|