SWM
Scissortail Wealth Management’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
Q4 | – | Sell |
-29,651
| Closed | -$731K | – | 161 |
|
|
2023
Q3 | $731K | Sell |
29,651
-226,245
| -88% | -$5.58M | 0.58% | 33 |
|
|
2023
Q2 | $7.67M | Buy |
255,896
+200,975
| +366% | +$6.02M | 6.29% | 3 |
|
|
2023
Q1 | $1.7M | Sell |
54,921
-1,002
| -2% | -$30.9K | 1.53% | 22 |
|
|
2022
Q4 | $1.68M | Buy |
+55,923
| New | +$1.68M | 0.97% | 25 |
|