OAM
Occidental Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-14,065
| Closed | -$422K | – | 152 |
|
|
2019
Q3 | $422K | Buy |
+14,065
| New | +$422K | 0.18% | 113 |
|
|
2019
Q1 | – | Sell |
-13,482
| Closed | -$399K | – | 153 |
|
|
2018
Q4 | $399K | Sell |
13,482
-2,400
| -15% | -$71K | 0.23% | 87 |
|
|
2018
Q3 | $468K | Buy |
15,882
+7,115
| +81% | +$210K | 0.23% | 84 |
|
|
2018
Q2 | $259K | Buy |
+8,767
| New | +$259K | 0.14% | 129 |
|