Patriot Financial Group Insurance Agency’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-327
| Closed | -$10K | – | 1754 |
|
|
2022
Q2 | $10K | Buy |
327
+27
| +9% | +$826 | ﹤0.01% | 1258 |
|
|
2022
Q1 | $9K | Hold |
300
| – | – | ﹤0.01% | 1415 |
|
|
2021
Q4 | $9K | Hold |
300
| – | – | ﹤0.01% | 1546 |
|
|
2021
Q3 | $9K | Hold |
300
| – | – | ﹤0.01% | 1529 |
|
|
2021
Q2 | $9K | Hold |
300
| – | – | ﹤0.01% | 1492 |
|
|
2021
Q1 | $9K | Hold |
300
| – | – | ﹤0.01% | 1396 |
|
|
2020
Q4 | $9K | Sell |
300
-534
| -64% | -$16K | ﹤0.01% | 1269 |
|
|
2020
Q3 | $26K | Sell |
834
-2
| -0.2% | -$62 | 0.01% | 722 |
|
|
2020
Q2 | $26K | Buy |
836
+534
| +177% | +$16.6K | 0.01% | 679 |
|
|
2020
Q1 | $9K | Sell |
302
-593
| -66% | -$17.7K | ﹤0.01% | 898 |
|
|
2019
Q4 | $27K | Buy |
895
+395
| +79% | +$11.9K | 0.01% | 617 |
|
|
2019
Q3 | $15K | Sell |
500
-208
| -29% | -$6.24K | 0.01% | 720 |
|
|
2019
Q2 | $21K | Hold |
708
| – | – | 0.01% | 638 |
|
|
2019
Q1 | $21K | Hold |
708
| – | – | 0.01% | 551 |
|
|
2018
Q4 | $21K | Buy |
+708
| New | +$21K | 0.01% | 470 |
|