LMKC
L.M. Kohn & Company’s SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15,961
| Closed | -$464K | – | 295 |
|
|
2024
Q3 | $464K | Buy |
15,961
+1,755
| +12% | +$51K | 0.12% | 156 |
|
|
2024
Q2 | $387K | Buy |
14,206
+3,090
| +28% | +$84.1K | 0.1% | 161 |
|
|
2024
Q1 | $311K | Sell |
11,116
-4,110
| -27% | -$115K | 0.09% | 199 |
|
|
2023
Q4 | $442K | Buy |
15,226
+1,218
| +9% | +$35.3K | 0.14% | 139 |
|
|
2023
Q3 | $366K | Buy |
14,008
+1,443
| +11% | +$37.7K | 0.13% | 144 |
|
|
2023
Q2 | $376K | Buy |
+12,565
| New | +$376K | 0.14% | 141 |
|