Perigon Wealth Management’s SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Buy |
+8,499
| New | +$245K | 0.01% | 922 |
|
|
2023
Q4 | – | Sell |
-10,716
| Closed | -$295K | – | 867 |
|
|
2023
Q3 | $295K | Sell |
10,716
-89
| -0.8% | -$2.45K | 0.01% | 592 |
|
|
2023
Q2 | $306K | Sell |
10,805
-10,810
| -50% | -$306K | 0.01% | 605 |
|
|
2023
Q1 | $626K | Buy |
21,615
+7,947
| +58% | +$230K | 0.04% | 354 |
|
|
2022
Q4 | $386K | Buy |
+13,668
| New | +$386K | 0.02% | 451 |
|