Kohmann Bosshard Financial Services’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.28M | Sell |
43,657
-25,860
| -37% | -$757K | 0.14% | 64 |
|
2025
Q1 | $2.03M | Buy |
69,517
+250
| +0.4% | +$7.31K | 0.24% | 44 |
|
2024
Q4 | $2.01M | Buy |
69,267
+21,781
| +46% | +$632K | 0.24% | 45 |
|
2024
Q3 | $1.4M | Buy |
47,486
+11,065
| +30% | +$325K | 0.17% | 61 |
|
2024
Q2 | $1.05M | Buy |
36,421
+391
| +1% | +$11.3K | 0.14% | 71 |
|
2024
Q1 | $1.04M | Sell |
36,030
-3,188
| -8% | -$92.2K | 0.15% | 76 |
|
2023
Q4 | $1.14M | Buy |
39,218
+491
| +1% | +$14.3K | 0.17% | 74 |
|
2023
Q3 | $1.11M | Sell |
38,727
-712
| -2% | -$20.4K | 0.19% | 68 |
|
2023
Q2 | $1.14M | Buy |
39,439
+4,068
| +12% | +$117K | 0.2% | 67 |
|
2023
Q1 | $1.03M | Buy |
35,371
+5,065
| +17% | +$148K | 0.19% | 69 |
|
2022
Q4 | $876K | Buy |
+30,306
| New | +$876K | 0.17% | 71 |
|