Rockbridge Investment Management’s SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-260
| Closed | -$7.55K | – | 549 |
|
|
2023
Q4 | $7.55K | Buy |
+260
| New | +$7.55K | ﹤0.01% | 426 |
|
|
2022
Q3 | – | Sell |
-382
| Closed | -$12.6K | – | 521 |
|
|
2022
Q2 | $12.6K | Buy |
382
+122
| +47% | +$4.04K | ﹤0.01% | 341 |
|
|
2022
Q1 | $9.82K | Hold |
260
| – | – | ﹤0.01% | 511 |
|
|
2021
Q4 | $11K | Hold |
260
| – | – | ﹤0.01% | 555 |
|
|
2021
Q3 | $11K | Hold |
260
| – | – | ﹤0.01% | 514 |
|
|
2021
Q2 | $11K | Hold |
260
| – | – | ﹤0.01% | 520 |
|
|
2021
Q1 | $10K | Hold |
260
| – | – | ﹤0.01% | 507 |
|
|
2020
Q4 | $12K | Hold |
260
| – | – | ﹤0.01% | 485 |
|
|
2020
Q3 | $12K | Hold |
260
| – | – | ﹤0.01% | 452 |
|
|
2020
Q2 | $12K | Buy |
+260
| New | +$12K | ﹤0.01% | 410 |
|