Lenox Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-298
| Closed | -$13K | – | 968 |
|
|
2021
Q4 | $13K | Buy |
298
+1
| +0.3% | +$44 | ﹤0.01% | 478 |
|
|
2021
Q3 | $12K | Buy |
297
+2
| +0.7% | +$81 | ﹤0.01% | 449 |
|
|
2021
Q2 | $12K | Buy |
295
+1
| +0.3% | +$41 | ﹤0.01% | 447 |
|
|
2021
Q1 | $11K | Sell |
294
-139
| -32% | -$5.2K | ﹤0.01% | 405 |
|
|
2020
Q4 | $20K | Sell |
433
-140,561
| -100% | -$6.49M | ﹤0.01% | 320 |
|
|
2020
Q3 | $6.59M | Buy |
+140,994
| New | +$6.59M | 0.99% | 16 |
|