RWP
Ridgecrest Wealth Partners’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-19,500
| Closed | -$593K | – | 119 |
|
|
2021
Q4 | $593K | Hold |
19,500
| – | – | 0.29% | 66 |
|
|
2021
Q3 | $597K | Hold |
19,500
| – | – | 0.33% | 60 |
|
|
2021
Q2 | $597K | Hold |
19,500
| – | – | 0.37% | 56 |
|
|
2021
Q1 | $598K | Buy |
+19,500
| New | +$598K | 0.57% | 45 |
|