OIA
Optimum Investment Advisors’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-12,600
| Closed | -$383K | – | 892 |
|
|
2021
Q4 | $383K | Sell |
12,600
-4,000
| -24% | -$122K | 0.15% | 140 |
|
|
2021
Q3 | $508K | Hold |
16,600
| – | – | 0.21% | 109 |
|
|
2021
Q2 | $509K | Hold |
16,600
| – | – | 0.16% | 143 |
|
|
2021
Q1 | $509K | Sell |
16,600
-300
| -2% | -$9.2K | 0.15% | 142 |
|
|
2020
Q4 | $519K | Sell |
16,900
-1,000
| -6% | -$30.7K | 0.16% | 131 |
|
|
2020
Q3 | $550K | Hold |
17,900
| – | – | 0.18% | 125 |
|
|
2020
Q2 | $550K | Buy |
17,900
+300
| +2% | +$9.22K | 0.19% | 125 |
|
|
2020
Q1 | $541K | Buy |
17,600
+2,300
| +15% | +$70.7K | 0.22% | 110 |
|
|
2019
Q4 | $458K | Buy |
15,300
+6,900
| +82% | +$207K | 0.14% | 171 |
|
|
2019
Q3 | $252K | Buy |
+8,400
| New | +$252K | 0.08% | 234 |
|