LifePlan Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $312K | Sell |
9,376
-705
| -7% | -$23.5K | 0.13% | 100 |
|
|
2020
Q2 | $335K | Sell |
10,081
-650
| -6% | -$21.6K | 0.15% | 97 |
|
|
2020
Q1 | $356K | Sell |
10,731
-1,666
| -13% | -$55.3K | 0.19% | 87 |
|
|
2019
Q4 | $383K | Sell |
12,397
-81
| -0.6% | -$2.5K | 0.17% | 95 |
|
|
2019
Q3 | $390K | Buy |
12,478
+594
| +5% | +$18.6K | 0.18% | 90 |
|
|
2019
Q2 | $367K | Buy |
11,884
+7,612
| +178% | +$235K | 0.18% | 88 |
|
|
2019
Q1 | $129K | Sell |
4,272
-536
| -11% | -$16.2K | 0.07% | 163 |
|
|
2018
Q4 | $143K | Buy |
4,808
+1,966
| +69% | +$58.5K | 0.09% | 145 |
|
|
2018
Q3 | $83K | Buy |
2,842
+280
| +11% | +$8.18K | 0.04% | 200 |
|
|
2018
Q2 | $75K | Buy |
2,562
+514
| +25% | +$15K | 0.04% | 202 |
|
|
2018
Q1 | $60K | Buy |
+2,048
| New | +$60K | 0.04% | 208 |
|