Optimum Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $21K | Hold |
686
| – | – | 0.01% | 677 |
|
|
2014
Q4 | $21K | Hold |
686
| – | – | 0.01% | 702 |
|
|
2014
Q3 | $20K | Hold |
686
| – | – | 0.01% | 638 |
|
|
2014
Q2 | $20K | Hold |
686
| – | – | 0.01% | 658 |
|
|
2014
Q1 | $20K | Hold |
686
| – | – | 0.01% | 515 |
|
|
2013
Q4 | $20K | Hold |
686
| – | – | 0.01% | 520 |
|
|
2013
Q3 | $20K | Buy |
+686
| New | +$20K | 0.01% | 501 |
|