Marshall Financial Group (Maryland)’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-18,098
| Closed | -$523K | – | 193 |
|
|
2024
Q1 | $523K | Sell |
18,098
-858
| -5% | -$24.8K | 0.15% | 127 |
|
|
2023
Q4 | $551K | Sell |
18,956
-1,108
| -6% | -$32.2K | 0.18% | 127 |
|
|
2023
Q3 | $576K | Buy |
20,064
+891
| +5% | +$25.6K | 0.21% | 119 |
|
|
2023
Q2 | $552K | Buy |
19,173
+8,698
| +83% | +$250K | 0.19% | 121 |
|
|
2023
Q1 | $306K | Buy |
+10,475
| New | +$306K | 0.11% | 147 |
|