KWB Wealth’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$226K Sell
2023
Q3
$2.4M Sell
2023
Q2
$2.47M Buy
2023
Q1
$784K Sell
2022
Q4
$806K Sell
2022
Q3
$2.76M Buy
2022
Q2
$1.7M Buy