MWM
Midwest 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | $331K | Sell |
11,156
-324
| -3% | -$9.61K | 0.2% | 85 |
|
2021
Q4 | $349K | Hold |
11,480
| – | – | 0.22% | 80 |
|
2021
Q3 | $352K | Sell |
11,480
-378
| -3% | -$11.6K | 0.24% | 85 |
|
2021
Q2 | $363K | Sell |
11,858
-3,726
| -24% | -$114K | 0.26% | 81 |
|
2021
Q1 | $478K | Sell |
15,584
-1,038
| -6% | -$31.8K | 0.39% | 80 |
|
2020
Q4 | $510K | Buy |
+16,622
| New | +$510K | 0.47% | 75 |
|