TWP
Tempus Wealth Planning’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.71M | Buy |
92,677
+4,546
| +5% | +$133K | 0.68% | 33 |
|
|
2025
Q1 | $2.58M | Sell |
88,131
-7,428
| -8% | -$217K | 0.77% | 29 |
|
|
2024
Q4 | $2.77M | Sell |
95,559
-9,143
| -9% | -$265K | 0.85% | 30 |
|
|
2024
Q3 | $3.08M | Buy |
104,702
+22,537
| +27% | +$663K | 1.13% | 16 |
|
|
2024
Q2 | $2.37M | Sell |
82,165
-22,744
| -22% | -$657K | 0.99% | 22 |
|
|
2024
Q1 | $3.03M | Sell |
104,909
-65,760
| -39% | -$1.9M | 1.34% | 14 |
|
|
2023
Q4 | $4.96M | Buy |
170,669
+36,451
| +27% | +$1.06M | 2.18% | 9 |
|
|
2023
Q3 | $3.85M | Buy |
134,218
+361
| +0.3% | +$10.4K | 1.93% | 8 |
|
|
2023
Q2 | $3.85M | Sell |
133,857
-58,847
| -31% | -$1.69M | 1.74% | 11 |
|
|
2023
Q1 | $5.63M | Buy |
192,704
+6,464
| +3% | +$189K | 2.75% | 5 |
|
|
2022
Q4 | $5.38M | Sell |
186,240
-12,622
| -6% | -$365K | 3.27% | 4 |
|
|
2022
Q3 | $5.75M | Sell |
198,862
-7,359
| -4% | -$213K | 3.83% | 4 |
|
|
2022
Q2 | $6.07M | Sell |
206,221
-13,369
| -6% | -$394K | 4.99% | 2 |
|
|
2022
Q1 | $6.51M | Sell |
219,590
-7,231
| -3% | -$214K | 4.63% | 4 |
|
|
2021
Q4 | $6.9M | Sell |
226,821
-1,656
| -0.7% | -$50.4K | 3.72% | 5 |
|
|
2021
Q3 | $7M | Sell |
228,477
-46,464
| -17% | -$1.42M | 3.96% | 3 |
|
|
2021
Q2 | $8.42M | Buy |
274,941
+40,761
| +17% | +$1.25M | 5.59% | 2 |
|
|
2021
Q1 | $7.18M | Sell |
234,180
-118,639
| -34% | -$3.64M | 7.6% | 2 |
|
|
2020
Q4 | $10.8M | Sell |
352,819
-208
| -0.1% | -$6.39K | 13.98% | 1 |
|
|
2020
Q3 | $10.8M | Buy |
353,027
+4,416
| +1% | +$136K | 15.68% | 1 |
|
|
2020
Q2 | $10.7M | Buy |
348,611
+5,254
| +2% | +$161K | 15.97% | 1 |
|
|
2020
Q1 | $10.5M | Buy |
343,357
+77,577
| +29% | +$2.38M | 17.28% | 1 |
|
|
2019
Q4 | $7.96M | Buy |
+265,780
| New | +$7.96M | 7.02% | 3 |
|