Rowland Carmichael Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $428K | Buy |
9,479
+472
| +5% | +$21.3K | 0.14% | 163 |
|
|
2020
Q3 | $421K | Buy |
9,007
+797
| +10% | +$37.3K | 0.16% | 144 |
|
|
2020
Q2 | $385K | Sell |
8,210
-12,447
| -60% | -$584K | 0.16% | 152 |
|
|
2020
Q1 | $976K | Sell |
20,657
-5,063
| -20% | -$239K | 0.5% | 41 |
|
|
2019
Q4 | $1M | Buy |
25,720
+6,661
| +35% | +$259K | 0.34% | 63 |
|
|
2019
Q3 | $782K | Buy |
+19,059
| New | +$782K | 0.27% | 106 |
|
|
2018
Q2 | – | Sell |
-8,225
| Closed | -$289K | – | 363 |
|
|
2018
Q1 | $289K | Hold |
8,225
| – | – | 0.16% | 181 |
|
|
2017
Q4 | $301K | Buy |
+8,225
| New | +$301K | 0.16% | 177 |
|