SAG
SageView Advisory Group’s SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Hold |
0
| – | -$261K | – | 808 |
|
|
2023
Q4 | – | Sell |
-25,333
| Closed | -$662K | – | 551 |
|
|
2023
Q3 | $662K | Buy |
25,333
+7,175
| +40% | +$188K | 0.04% | 285 |
|
|
2023
Q2 | $543K | Buy |
+18,158
| New | +$543K | 0.03% | 337 |
|
|
2023
Q1 | – | Sell |
-19,954
| Closed | -$579K | – | 484 |
|
|
2022
Q4 | $579K | Buy |
+19,954
| New | +$579K | 0.05% | 222 |
|