Summit Wealth Partners’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-8,727
| Closed | -$266K | – | 172 |
|
|
2021
Q4 | $266K | Buy |
8,727
+550
| +7% | +$16.7K | 0.06% | 137 |
|
|
2021
Q3 | $250K | Buy |
8,177
+3
| +0% | +$92 | 0.06% | 134 |
|
|
2021
Q2 | $250K | Sell |
8,174
-859
| -10% | -$26.3K | 0.06% | 140 |
|
|
2021
Q1 | $277K | Buy |
9,033
+1,122
| +14% | +$34.4K | 0.07% | 129 |
|
|
2020
Q4 | $243K | Buy |
7,911
+8
| +0.1% | +$246 | 0.07% | 127 |
|
|
2020
Q3 | $243K | Buy |
+7,903
| New | +$243K | 0.07% | 134 |
|