Morton Brown Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1K | Hold |
344
| – | – | ﹤0.01% | 189 |
|
|
2025
Q1 | $10.1K | Hold |
344
| – | – | ﹤0.01% | 192 |
|
|
2024
Q4 | $9.98K | Hold |
344
| – | – | ﹤0.01% | 176 |
|
|
2024
Q3 | $10.1K | Hold |
344
| – | – | ﹤0.01% | 167 |
|
|
2024
Q2 | $9.97K | Sell |
344
-104
| -23% | -$3.01K | ﹤0.01% | 157 |
|
|
2024
Q1 | $13K | Hold |
448
| – | – | 0.01% | 140 |
|
|
2023
Q4 | $13K | Buy |
+448
| New | +$13K | 0.01% | 168 |
|
|
2023
Q2 | – | Sell |
-489
| Closed | -$14.3K | – | 282 |
|
|
2023
Q1 | $14.3K | Buy |
+489
| New | +$14.3K | 0.01% | 114 |
|
|
2022
Q2 | – | Sell |
-334
| Closed | -$10K | – | 302 |
|
|
2022
Q1 | $10K | Hold |
334
| – | – | 0.01% | 108 |
|
|
2021
Q4 | $10K | Buy |
+334
| New | +$10K | 0.01% | 122 |
|