Regal Investment Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-6,609
| Closed | -$201K | – | 567 |
|
2021
Q4 | $201K | Buy |
6,609
+1
| +0% | +$30 | 0.02% | 518 |
|
2021
Q3 | $202K | Hold |
6,608
| – | – | 0.02% | 507 |
|
2021
Q2 | $202K | Buy |
+6,608
| New | +$202K | 0.02% | 515 |
|
2021
Q1 | – | Sell |
-7,156
| Closed | -$220K | – | 363 |
|
2020
Q4 | $220K | Buy |
+7,156
| New | +$220K | 0.02% | 428 |
|