Provence Wealth Management Group’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$974K Sell
33,518
-382
-1% -$11.1K 0.52% 41
2023
Q3
$974K Buy
33,900
+882
+3% +$25.3K 0.6% 38
2023
Q2
$951K Buy
33,018
+7,012
+27% +$202K 0.56% 39
2023
Q1
$760K Buy
+26,006
New +$760K 0.51% 46