Leading Edge Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,265
| Closed | -$327K | – | 61 |
|
|
2023
Q4 | $327K | Sell |
11,265
-840
| -7% | -$24.4K | 0.17% | 41 |
|
|
2023
Q3 | $317K | Sell |
12,105
-860
| -7% | -$22.5K | 0.2% | 48 |
|
|
2023
Q2 | $388K | Sell |
12,965
-2,838
| -18% | -$84.9K | 0.25% | 39 |
|
|
2023
Q1 | $488K | Buy |
15,803
+14
| +0.1% | +$432 | 0.35% | 36 |
|
|
2022
Q4 | $458K | Buy |
+15,789
| New | +$458K | 0.4% | 36 |
|