LWM
LongView Wealth Management’s SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,042
| Closed | -$274K | – | 219 |
|
|
2025
Q1 | $274K | Sell |
10,042
-5,349
| -35% | -$146K | 0.08% | 173 |
|
|
2024
Q4 | $403K | Sell |
15,391
-2,732
| -15% | -$71.6K | 0.12% | 134 |
|
|
2024
Q3 | $527K | Sell |
18,123
-752
| -4% | -$21.9K | 0.17% | 108 |
|
|
2024
Q2 | $514K | Buy |
18,875
+289
| +2% | +$7.87K | 0.19% | 96 |
|
|
2024
Q1 | $519K | Buy |
18,586
+6,381
| +52% | +$178K | 0.21% | 94 |
|
|
2023
Q4 | $347K | Buy |
+12,205
| New | +$347K | 0.16% | 128 |
|