PWS
Private Wealth Strategies’s SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-65,457
| Closed | -$2.95M | – | 75 |
|
|
2020
Q4 | $2.95M | Buy |
65,457
+5,097
| +8% | +$230K | 0.89% | 21 |
|
|
2020
Q3 | $2.81M | Buy |
60,360
+8,579
| +17% | +$399K | 0.98% | 21 |
|
|
2020
Q2 | $2.43M | Sell |
51,781
-12,230
| -19% | -$574K | 1.08% | 18 |
|
|
2020
Q1 | $3.03M | Sell |
64,011
-18,536
| -22% | -$876K | 1.51% | 15 |
|
|
2019
Q4 | $3.21M | Buy |
+82,547
| New | +$3.21M | 1.28% | 15 |
|