Peak Financial Advisors’s SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-183,328
| Closed | -$5.32M | – | 82 |
|
|
2023
Q4 | $5.32M | Buy |
183,328
+13,798
| +8% | +$400K | 3.56% | 7 |
|
|
2023
Q3 | $4.43M | Sell |
169,530
-61,377
| -27% | -$1.61M | 4.79% | 8 |
|
|
2023
Q2 | $6.9M | Buy |
230,907
+136,213
| +144% | +$4.07M | 5.42% | 3 |
|
|
2023
Q1 | $2.92M | Buy |
+94,694
| New | +$2.92M | 2.47% | 11 |
|
|
2022
Q1 | – | Sell |
-5,227
| Closed | -$220K | – | 106 |
|
|
2021
Q4 | $220K | Buy |
+5,227
| New | +$220K | 0.17% | 70 |
|