Sequoia Financial Advisors’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-9,053
| Closed | -$277K | – | 422 |
|
|
2021
Q2 | $277K | Sell |
9,053
-4,404
| -33% | -$135K | 0.01% | 393 |
|
|
2021
Q1 | $413K | Sell |
13,457
-858
| -6% | -$26.3K | 0.02% | 282 |
|
|
2020
Q4 | $440K | Buy |
14,315
+6,308
| +79% | +$194K | 0.02% | 265 |
|
|
2020
Q3 | $246K | Sell |
8,007
-18,073
| -69% | -$555K | 0.01% | 333 |
|
|
2020
Q2 | $801K | Buy |
+26,080
| New | +$801K | 0.05% | 175 |
|