SWA
Stratos Wealth Advisors’s US Treasury 2 Year Note ETF UTWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-100,294
| Closed | -$4.82M | – | 766 |
|
|
2024
Q1 | $4.82M | Sell |
100,294
-310
| -0.3% | -$14.9K | 0.29% | 86 |
|
|
2023
Q4 | $4.86M | Sell |
100,604
-3,522
| -3% | -$170K | 0.28% | 107 |
|
|
2023
Q3 | $4.99M | Buy |
104,126
+1,150
| +1% | +$55.1K | 0.33% | 85 |
|
|
2023
Q2 | $4.97M | Buy |
102,976
+95,911
| +1,358% | +$4.63M | 0.35% | 76 |
|
|
2023
Q1 | $347K | Buy |
+7,065
| New | +$347K | 0.03% | 474 |
|