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Rooted Wealth Advisors’s SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Rooted Wealth Advisors’s Portfolio SPTI Stock Details SPTI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-26,485
Closed -$765K – 99
2023
Q1 		$765K Sell
26,485
-16,873
-39% -$487K 0.57% 35
2022
Q4 		$1.22M Buy
+43,358
New +$1.22M 1.03% 31