SAG
SageView Advisory Group’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Hold |
0
| – | – | – | 809 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 408 |
|
|
2023
Q3 | – | Sell |
-33,123
| Closed | -$954K | – | 550 |
|
|
2023
Q2 | $954K | Buy |
+33,123
| New | +$954K | 0.05% | 234 |
|
|
2023
Q1 | – | Sell |
-9,866
| Closed | -$285K | – | 485 |
|
|
2022
Q4 | $285K | Buy |
+9,866
| New | +$285K | 0.02% | 332 |
|