TCWP’s SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-16,013
| Closed | -$463K | – | 242 |
|
|
2023
Q1 | $463K | Buy |
16,013
+2,612
| +19% | +$75.6K | 0.09% | 146 |
|
|
2022
Q4 | $378K | Buy |
13,401
+1,274
| +11% | +$36K | 0.08% | 168 |
|
|
2022
Q3 | $341K | Buy |
12,127
+3,244
| +37% | +$91.2K | 0.07% | 184 |
|
|
2022
Q2 | $261K | Buy |
8,883
+873
| +11% | +$25.7K | 0.06% | 222 |
|
|
2022
Q1 | $242K | Buy |
8,010
+622
| +8% | +$18.8K | 0.04% | 252 |
|
|
2021
Q4 | $236K | Buy |
+7,388
| New | +$236K | 0.05% | 235 |
|