SFWA
Summit Financial Wealth Advisors’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 |
-154,347
| Closed | -$4.49M | – | 160 |
|
|
2024
Q3 | $4.49M | Buy |
154,347
+26,361
| +21% | +$766K | 0.84% | 31 |
|
|
2024
Q2 | $3.48M | Buy |
127,986
+41,161
| +47% | +$1.12M | 0.71% | 32 |
|
|
2024
Q1 | $2.43M | Buy |
86,825
+40,844
| +89% | +$1.14M | 0.49% | 37 |
|
|
2023
Q4 | $1.33M | Buy |
45,981
+22,981
| +100% | +$667K | 0.3% | 45 |
|
|
2023
Q3 | $599K | Buy |
+23,000
| New | +$599K | 0.15% | 66 |
|