PWM
Paulson Wealth Management’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-9,195
| Closed | -$282K | – | 89 |
|
|
2020
Q1 | $282K | Sell |
9,195
-22,319
| -71% | -$684K | 0.22% | 67 |
|
|
2019
Q4 | $945K | Sell |
31,514
-1,189
| -4% | -$35.7K | 0.67% | 26 |
|
|
2019
Q3 | $982K | Buy |
32,703
+45
| +0.1% | +$1.35K | 0.74% | 24 |
|
|
2019
Q2 | $978K | Buy |
32,658
+5,707
| +21% | +$171K | 0.73% | 25 |
|
|
2019
Q1 | $802K | Buy |
26,951
+5,200
| +24% | +$155K | 0.61% | 35 |
|
|
2018
Q4 | $644K | Buy |
+21,751
| New | +$644K | 0.53% | 47 |
|