SHWM
Silicon Hills 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,102
| Closed | -$306K | – | 113 |
|
|
2022
Q1 | $306K | Sell |
8,102
-13,590
| -63% | -$513K | 0.2% | 90 |
|
|
2021
Q4 | $914K | Sell |
21,692
-13,523
| -38% | -$570K | 0.57% | 48 |
|
|
2021
Q3 | $1.45M | Sell |
35,215
-3,364
| -9% | -$139K | 1% | 23 |
|
|
2021
Q2 | $1.59M | Buy |
38,579
+2,713
| +8% | +$112K | 1.24% | 21 |
|
|
2021
Q1 | $1.4M | Sell |
35,866
-18,050
| -33% | -$704K | 1.27% | 22 |
|
|
2020
Q4 | $2.43M | Sell |
53,916
-2,014
| -4% | -$90.9K | 2.2% | 11 |
|
|
2020
Q3 | $2.61M | Sell |
55,930
-565
| -1% | -$26.4K | 2.7% | 10 |
|
|
2020
Q2 | $2.65M | Buy |
56,495
+2,673
| +5% | +$125K | 3.18% | 7 |
|
|
2020
Q1 | $2.54M | Buy |
53,822
+53,778
| +122,223% | +$2.54M | 3.36% | 8 |
|
|
2019
Q4 | $1.38K | Buy |
+44
| New | +$1.38K | 1.06% | 20 |
|