Liberty Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-31
| Closed | -$1K | – | 972 |
|
2021
Q3 | $1K | Hold |
31
| – | – | ﹤0.01% | 1142 |
|
2021
Q2 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 1036 |
|
2020
Q3 | – | Hold |
0
| – | -$27K | – | 950 |
|
2020
Q2 | – | Hold |
0
| – | – | – | 333 |
|
2019
Q3 | – | Sell |
-860
| Closed | -$27K | – | 976 |
|
2019
Q2 | $27K | Buy |
+860
| New | +$27K | 0.02% | 356 |
|