Sargent Bickham Lagudis’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $430K | Buy |
14,828
+8,777
| +145% | +$255K | 0.04% | 198 |
|
|
2022
Q3 | $179K | Buy |
6,051
+5,416
| +853% | +$160K | 0.02% | 248 |
|
|
2022
Q2 | $21K | Sell |
635
-81
| -11% | -$2.68K | ﹤0.01% | 582 |
|
|
2022
Q1 | $27K | Sell |
716
-32,120
| -98% | -$1.21M | ﹤0.01% | 554 |
|
|
2021
Q4 | $1.38M | Buy |
32,836
+32,812
| +136,717% | +$1.38M | 0.1% | 118 |
|
|
2021
Q3 | $1K | Sell |
24
-314
| -93% | -$13.1K | ﹤0.01% | 921 |
|
|
2021
Q2 | $14K | Buy |
338
+276
| +445% | +$11.4K | ﹤0.01% | 667 |
|
|
2021
Q1 | $2K | Buy |
62
+5
| +9% | +$161 | ﹤0.01% | 870 |
|
|
2020
Q4 | $3K | Buy |
57
+3
| +6% | +$158 | ﹤0.01% | 791 |
|
|
2020
Q3 | $3K | Buy |
54
+1
| +2% | +$56 | ﹤0.01% | 706 |
|
|
2020
Q2 | $2K | Sell |
53
-79
| -60% | -$2.98K | ﹤0.01% | 723 |
|
|
2020
Q1 | $6K | Buy |
132
+94
| +247% | +$4.27K | ﹤0.01% | 627 |
|
|
2019
Q4 | $1K | Sell |
38
-172
| -82% | -$4.53K | ﹤0.01% | 827 |
|
|
2019
Q3 | $9K | Sell |
210
-785
| -79% | -$33.6K | ﹤0.01% | 583 |
|
|
2019
Q2 | $38K | Sell |
995
-26,597
| -96% | -$1.02M | ﹤0.01% | 405 |
|
|
2019
Q1 | $1M | Sell |
27,592
-139,923
| -84% | -$5.09M | 0.12% | 120 |
|
|
2018
Q4 | $5.87M | Buy |
167,515
+68,030
| +68% | +$2.38M | 0.76% | 28 |
|
|
2018
Q3 | $3.36M | Buy |
99,485
+48,730
| +96% | +$1.65M | 0.4% | 62 |
|
|
2018
Q2 | $1.78M | Buy |
50,755
+41,976
| +478% | +$1.47M | 0.22% | 94 |
|
|
2018
Q1 | $308K | Sell |
8,779
-143,434
| -94% | -$5.03M | 0.04% | 167 |
|
|
2017
Q4 | $5.57M | Buy |
152,213
+17,637
| +13% | +$645K | 0.66% | 31 |
|
|
2017
Q3 | $4.84M | Sell |
134,576
-22,582
| -14% | -$813K | 0.6% | 41 |
|
|
2017
Q2 | $5.67M | Buy |
157,158
+133,312
| +559% | +$4.81M | 0.72% | 31 |
|
|
2017
Q1 | $832K | Buy |
23,846
+17,264
| +262% | +$602K | 0.11% | 125 |
|
|
2016
Q4 | $227K | Sell |
6,582
-8,210
| -56% | -$283K | 0.04% | 186 |
|
|
2016
Q3 | $585 | Sell |
14,792
-54,916
| -79% | -$2.17K | 0.09% | 128 |
|
|
2016
Q2 | $2.78M | Buy |
69,708
+32,754
| +89% | +$1.31M | 0.43% | 68 |
|
|
2016
Q1 | $1.39M | Buy |
+36,954
| New | +$1.39M | 0.22% | 97 |
|