Tower 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-20,268
| Closed | -$592K | – | 53 |
|
|
2023
Q1 | $592K | Sell |
20,268
-2
| -0% | -$58 | 0.49% | 23 |
|
|
2022
Q4 | $586K | Buy |
20,270
+41
| +0.2% | +$1.18K | 0.51% | 25 |
|
|
2022
Q3 | $583K | Sell |
20,229
-1,414
| -7% | -$40.8K | 0.55% | 24 |
|
|
2022
Q2 | $637K | Buy |
21,643
+674
| +3% | +$19.8K | 0.85% | 18 |
|
|
2022
Q1 | $622K | Buy |
20,969
+24
| +0.1% | +$712 | 0.68% | 21 |
|
|
2021
Q4 | $637K | Buy |
20,945
+4
| +0% | +$122 | 0.65% | 21 |
|
|
2021
Q3 | $641K | Buy |
20,941
+73
| +0.3% | +$2.24K | 0.68% | 19 |
|
|
2021
Q2 | $639K | Sell |
20,868
-130
| -0.6% | -$3.98K | 0.7% | 19 |
|
|
2021
Q1 | $644K | Sell |
20,998
-16,489
| -44% | -$506K | 0.83% | 20 |
|
|
2020
Q4 | $1.15M | Buy |
+37,487
| New | +$1.15M | 1.32% | 12 |
|