SWA
Stratos Wealth Advisors’s US Treasury 10 Year Note ETF UTEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-40,018
| Closed | -$1.76M | – | 765 |
|
|
2024
Q1 | $1.76M | Sell |
40,018
-3,244
| -7% | -$143K | 0.1% | 216 |
|
|
2023
Q4 | $1.95M | Sell |
43,262
-1,259
| -3% | -$56.8K | 0.11% | 226 |
|
|
2023
Q3 | $1.91M | Buy |
44,521
+710
| +2% | +$30.4K | 0.13% | 205 |
|
|
2023
Q2 | $1.99M | Buy |
+43,811
| New | +$1.99M | 0.14% | 197 |
|