SHJ
Sharkey, Howes & Javer’s SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.68M | Buy |
+63,078
| New | +$1.68M | 0.22% | 72 |
|
2025
Q1 | – | Sell |
-59,604
| Closed | -$1.56M | – | 156 |
|
2024
Q4 | $1.56M | Sell |
59,604
-10,794
| -15% | -$283K | 0.22% | 70 |
|
2024
Q3 | $2.05M | Buy |
+70,398
| New | +$2.05M | 0.29% | 57 |
|
2023
Q3 | – | Sell |
-12,192
| Closed | -$365K | – | 113 |
|
2023
Q2 | $365K | Buy |
12,192
+5,672
| +87% | +$170K | 0.07% | 78 |
|
2023
Q1 | $201K | Buy |
+6,520
| New | +$201K | 0.04% | 92 |
|