LWS
Lucia Wealth Services’s SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $5.01M | Buy |
150,564
+2,744
| +2% | +$91.2K | 1.17% | 23 |
|
|
2020
Q2 | $4.91M | Buy |
147,820
+2,859
| +2% | +$95K | 1.3% | 22 |
|
|
2020
Q1 | $4.8M | Buy |
144,961
+4,881
| +3% | +$162K | 1.59% | 18 |
|
|
2019
Q4 | $4.33M | Buy |
140,080
+13,253
| +10% | +$410K | 1.33% | 21 |
|
|
2019
Q3 | $3.97M | Buy |
126,827
+64,136
| +102% | +$2.01M | 1.32% | 24 |
|
|
2019
Q2 | $3.87M | Buy |
+62,691
| New | +$3.87M | 1.33% | 24 |
|