PWM
Paulson Wealth Management’s SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-75,127
| Closed | -$3.51M | – | 93 |
|
|
2020
Q3 | $3.51M | Buy |
75,127
+1,948
| +3% | +$91K | 2.27% | 13 |
|
|
2020
Q2 | $3.43M | Buy |
73,179
+1,248
| +2% | +$58.5K | 2.4% | 12 |
|
|
2020
Q1 | $3.46M | Sell |
71,931
-10,532
| -13% | -$506K | 2.65% | 9 |
|
|
2019
Q4 | $3.27M | Buy |
82,463
+3,842
| +5% | +$152K | 2.31% | 9 |
|
|
2019
Q3 | $3.23M | Buy |
78,621
+1,376
| +2% | +$56.5K | 2.43% | 10 |
|
|
2019
Q2 | $2.92M | Buy |
77,245
+14,962
| +24% | +$565K | 2.17% | 12 |
|
|
2019
Q1 | $2.27M | Buy |
62,283
+48,531
| +353% | +$1.77M | 1.72% | 15 |
|
|
2018
Q4 | $477K | Buy |
+13,752
| New | +$477K | 0.39% | 61 |
|