Prospera Financial Services’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 | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-254,742
| Closed | -$7.67M | – | 369 |
|
2015
Q4 | $7.67M | Buy |
254,742
+28,096
| +12% | +$845K | 1.68% | 8 |
|
2015
Q3 | $6.87M | Buy |
226,646
+31,528
| +16% | +$956K | 1.74% | 8 |
|
2015
Q2 | $5.86M | Buy |
+195,118
| New | +$5.86M | 1.39% | 8 |
|
2014
Q1 | – | Sell |
-29,174
| Closed | -$862K | – | 293 |
|
2013
Q4 | $862K | Buy |
+29,174
| New | +$862K | 0.29% | 62 |
|