Landmark Financial Advisors’s SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-58,844
| Closed | -$2.06M | – | 55 |
|
|
2018
Q4 | $2.06M | Sell |
58,844
-36,979
| -39% | -$1.3M | 1.35% | 18 |
|
|
2018
Q3 | $3.24M | Sell |
95,823
-18,681
| -16% | -$631K | 1.93% | 13 |
|
|
2018
Q2 | $4.01M | Sell |
114,504
-5,927
| -5% | -$208K | 2.49% | 12 |
|
|
2018
Q1 | $4.23M | Sell |
120,431
-19,289
| -14% | -$677K | 2.65% | 12 |
|
|
2017
Q4 | $5.11M | Buy |
139,720
+3,554
| +3% | +$130K | 3.23% | 10 |
|
|
2017
Q3 | $4.9M | Buy |
136,166
+14,806
| +12% | +$533K | 3.31% | 10 |
|
|
2017
Q2 | $4.38M | Buy |
121,360
+6,358
| +6% | +$229K | 3.14% | 10 |
|
|
2017
Q1 | $4.01M | Buy |
115,002
+22,042
| +24% | +$769K | 2.98% | 10 |
|
|
2016
Q4 | $3.2M | Buy |
92,960
+42,382
| +84% | +$1.46M | 2.56% | 11 |
|
|
2016
Q3 | $2M | Buy |
50,578
+19,280
| +62% | +$762K | 1.7% | 14 |
|
|
2016
Q2 | $1.25M | Buy |
31,298
+22,588
| +259% | +$901K | 1.17% | 22 |
|
|
2016
Q1 | $328K | Buy |
+8,710
| New | +$328K | 0.33% | 38 |
|