SFS
Sharp Financial Services’s SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-86,942
| Closed | -$2.53M | – | 105 |
|
|
2024
Q3 | $2.53M | Buy |
86,942
+6,255
| +8% | +$182K | 1.95% | 14 |
|
|
2024
Q2 | $2.2M | Buy |
80,687
+1,213
| +2% | +$33K | 1.88% | 14 |
|
|
2024
Q1 | $2.22M | Buy |
79,474
+16,854
| +27% | +$471K | 2.06% | 14 |
|
|
2023
Q4 | $1.82M | Buy |
+62,620
| New | +$1.82M | 1.97% | 14 |
|