Teamwork Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $495K | Sell |
18,605
-1,375
| -7% | -$36.5K | 0.06% | 115 |
|
|
2025
Q1 | $545K | Sell |
19,980
-3,040
| -13% | -$82.9K | 0.07% | 101 |
|
|
2024
Q4 | $603K | Sell |
23,020
-19,115
| -45% | -$501K | 0.08% | 100 |
|
|
2024
Q3 | $1.22M | Buy |
+42,135
| New | +$1.22M | 0.17% | 71 |
|
|
2024
Q2 | – | Sell |
-18,321
| Closed | -$512K | – | 183 |
|
|
2024
Q1 | $512K | Sell |
18,321
-12,237
| -40% | -$342K | 0.08% | 103 |
|
|
2023
Q4 | $887K | Buy |
30,558
+22,414
| +275% | +$650K | 0.15% | 71 |
|
|
2023
Q3 | $213K | Buy |
+8,144
| New | +$213K | 0.03% | 190 |
|
|
2022
Q2 | – | Sell |
-30,644
| Closed | -$1.16M | – | 249 |
|
|
2022
Q1 | $1.16M | Sell |
30,644
-23,703
| -44% | -$896K | 0.22% | 90 |
|
|
2021
Q4 | $2.29M | Buy |
54,347
+8,663
| +19% | +$365K | 0.42% | 39 |
|
|
2021
Q3 | $1.89M | Buy |
45,684
+17,385
| +61% | +$718K | 0.37% | 50 |
|
|
2021
Q2 | $1.17M | Sell |
28,299
-12,481
| -31% | -$516K | 0.24% | 81 |
|
|
2021
Q1 | $1.59M | Sell |
40,780
-25,956
| -39% | -$1.01M | 0.37% | 49 |
|
|
2020
Q4 | $3.01M | Buy |
66,736
+614
| +0.9% | +$27.7K | 0.72% | 18 |
|
|
2020
Q3 | $3.09M | Buy |
66,122
+6,001
| +10% | +$281K | 0.96% | 15 |
|
|
2020
Q2 | $2.82M | Buy |
60,121
+19,971
| +50% | +$937K | 1.01% | 17 |
|
|
2020
Q1 | $1.9M | Sell |
40,150
-33,633
| -46% | -$1.59M | 1.18% | 16 |
|
|
2019
Q4 | $2.87M | Buy |
+73,783
| New | +$2.87M | 1.72% | 10 |
|