RWA

Rooted Wealth Advisors’s SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-7,970	Closed	-$234K	–	83
2023 Q2	$234K	Sell	7,970 -59,763	-88%	-$1.75M	0.16%	69
2023 Q1	$2.07M	Sell	67,733 -2,615	-4%	-$79.9K	1.54%	18
2022 Q4	$2.04M	Buy	+70,348	New	+$2.04M	1.71%	16