Physician Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-7,265
| Closed | -$215K | – | 159 |
|
|
2022
Q1 | $215K | Buy |
7,265
+53
| +0.7% | +$1.57K | 0.06% | 144 |
|
|
2021
Q4 | $228K | Buy |
7,212
+5
| +0.1% | +$158 | 0.06% | 147 |
|
|
2021
Q3 | $232K | Hold |
7,207
| – | – | 0.06% | 144 |
|
|
2021
Q2 | $236K | Buy |
+7,207
| New | +$236K | 0.07% | 133 |
|
|
2021
Q1 | – | Sell |
-6,173
| Closed | -$202K | – | 148 |
|
|
2020
Q4 | $202K | Buy |
+6,173
| New | +$202K | 0.07% | 139 |
|
|
2020
Q1 | – | Sell |
-10,245
| Closed | -$318K | – | 122 |
|
|
2019
Q4 | $318K | Buy |
10,245
+10
| +0.1% | +$310 | 0.14% | 88 |
|
|
2019
Q3 | $319K | Buy |
+10,235
| New | +$319K | 0.16% | 82 |
|