Morton Brown Family Wealth’s SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.5K | Hold |
582
| – | – | ﹤0.01% | 164 |
|
|
2025
Q1 | $15.9K | Buy |
+582
| New | +$15.9K | 0.01% | 163 |
|
|
2024
Q3 | – | Sell |
-98
| Closed | -$2.72K | – | 278 |
|
|
2024
Q2 | $2.72K | Buy |
+98
| New | +$2.72K | ﹤0.01% | 187 |
|
|
2023
Q2 | – | Sell |
-336
| Closed | -$10.4K | – | 281 |
|
|
2023
Q1 | $10.4K | Buy |
+336
| New | +$10.4K | 0.01% | 128 |
|