Obermeyer Wealth Partners’s SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-6,070	Closed	-$201K	–	210
2020 Q4	$201K	Hold	6,070	–	–	0.01%	153
2020 Q3	$202K	Sell	6,070 -32	-0.5%	-$1.07K	0.02%	137
2020 Q2	$203K	Hold	6,102	–	–	0.02%	131
2020 Q1	$202K	Buy	+6,102	New	+$202K	0.02%	114