SWM
SFG 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
Q3 | – | Sell |
-42,590
| Closed | -$1.27M | – | 108 |
|
|
2023
Q2 | $1.27M | Buy |
+42,590
| New | +$1.27M | 1.07% | 16 |
|
|
2022
Q2 | – | Sell |
-129,099
| Closed | -$4.88M | – | 97 |
|
|
2022
Q1 | $4.88M | Buy |
129,099
+115,304
| +836% | +$4.36M | 4.58% | 3 |
|
|
2021
Q4 | $581K | Buy |
+13,795
| New | +$581K | 0.52% | 50 |
|