Swaine & Leidel Wealth Services’s SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-39,794
| Closed | -$1.55M | – | 65 |
|
|
2019
Q4 | $1.55M | Sell |
39,794
-289
| -0.7% | -$11.2K | 1.29% | 37 |
|
|
2019
Q3 | $1.65M | Buy |
40,083
+2,683
| +7% | +$110K | 1.49% | 35 |
|
|
2019
Q2 | $1.43M | Sell |
37,400
-157,812
| -81% | -$6.02M | 1.53% | 31 |
|
|
2019
Q1 | $7.1M | Buy |
195,212
+12,263
| +7% | +$446K | 8.99% | 1 |
|
|
2018
Q4 | $6.42M | Buy |
+182,949
| New | +$6.42M | 10.21% | 1 |
|