OWA
Outlook Wealth Advisors’s SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-12,972
| Closed | -$453K | – | 269 |
|
|
2024
Q2 | $453K | Buy |
+12,972
| New | +$453K | 0.14% | 145 |
|
|
2023
Q3 | – | Sell |
-7,799
| Closed | -$233K | – | 215 |
|
|
2023
Q2 | $233K | Sell |
7,799
-3,033
| -28% | -$90.7K | 0.09% | 180 |
|
|
2023
Q1 | $334K | Buy |
+10,832
| New | +$334K | 0.15% | 141 |
|
|
2020
Q3 | – | Sell |
-35,416
| Closed | -$1.66M | – | 172 |
|
|
2020
Q2 | $1.66M | Buy |
+35,416
| New | +$1.66M | 0.7% | 41 |
|