Liberty Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-125
| Closed | -$5K | – | 1175 |
|
2021
Q1 | $5K | Hold |
125
| – | – | ﹤0.01% | 705 |
|
2020
Q4 | $5K | Hold |
125
| – | – | ﹤0.01% | 700 |
|
2020
Q3 | $6K | Buy |
+125
| New | +$6K | ﹤0.01% | 605 |
|
2019
Q3 | – | Sell |
-242
| Closed | -$9K | – | 977 |
|
2019
Q2 | $9K | Buy |
+242
| New | +$9K | 0.01% | 549 |
|