MWM
McNaughton Wealth Management’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-8,650
| Closed | -$266K | – | 53 |
|
|
2020
Q4 | $266K | Sell |
8,650
-41,464
| -83% | -$1.28M | 0.21% | 40 |
|
|
2020
Q3 | $1.54M | Sell |
50,114
-19,969
| -28% | -$613K | 1.35% | 22 |
|
|
2020
Q2 | $2.15M | Buy |
70,083
+3,625
| +5% | +$111K | 1.99% | 14 |
|
|
2020
Q1 | $2.04M | Sell |
66,458
-6,379
| -9% | -$196K | 2.18% | 14 |
|
|
2019
Q4 | $2.19M | Buy |
+72,837
| New | +$2.19M | 2.04% | 13 |
|