Leading Edge Financial Planning’s SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,843
| Closed | -$281K | – | 60 |
|
|
2023
Q4 | $281K | Sell |
9,843
-12,841
| -57% | -$367K | 0.15% | 48 |
|
|
2023
Q3 | $624K | Sell |
22,684
-3,932
| -15% | -$108K | 0.4% | 36 |
|
|
2023
Q2 | $753K | Sell |
26,616
-2,568
| -9% | -$72.6K | 0.49% | 28 |
|
|
2023
Q1 | $845K | Sell |
29,184
-322
| -1% | -$9.32K | 0.61% | 26 |
|
|
2022
Q4 | $833K | Buy |
+29,506
| New | +$833K | 0.72% | 25 |
|