LWM
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LongView Wealth Management’s SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

LongView Wealth Management’s Portfolio SPTI Stock Details SPTI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-9,956
Closed -$289K – 208
2024
Q3 		$289K Sell
9,956
-3,851
-28% -$112K 0.09% 164
2024
Q2 		$387K Buy
13,807
+6,032
+78% +$169K 0.14% 123
2024
Q1 		$219K Buy
+7,775
New +$219K 0.09% 163