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Transform Wealth’s SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Transform Wealth’s Portfolio SPTL Stock Details SPTL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-5,652
Closed -$265K – 234
2020
Q2 		$265K Sell
5,652
-2,686
-32% -$126K 0.05% 194
2020
Q1 		$394K Buy
+8,338
New +$394K 0.08% 159