SPWM
Spartan Planning & 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
Q4 | $1.69M | Buy |
58,137
+58,115
| +264,159% | +$1.69M | 1.8% | 15 |
|
|
2023
Q3 | $575 | Buy |
+22
| New | +$575 | ﹤0.01% | 121 |
|
|
2022
Q4 | $784 | Hold |
27
| – | – | ﹤0.01% | 137 |
|
|
2022
Q3 | $1K | Hold |
27
| – | – | ﹤0.01% | 68 |
|
|
2022
Q2 | $1K | Hold |
27
| – | – | ﹤0.01% | 84 |
|
|
2022
Q1 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 129 |
|