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Sequent Planning’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Sequent Planning’s Portfolio SPTS Stock Details SPTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-35,190
Closed -$1.01M – 161
2024
Q2 		$1.01M Buy
35,190
+234
+0.7% +$6.73K 0.35% 45
2024
Q1 		$1.01M Buy
+34,956
New +$1.01M 0.37% 48