TrinityPoint Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.27M | Sell |
43,770
-4,316
| -9% | -$125K | 0.18% | 130 |
|
|
2024
Q3 | $1.41M | Buy |
48,086
+31,418
| +188% | +$924K | 0.2% | 121 |
|
|
2024
Q2 | $481K | Buy |
+16,668
| New | +$481K | 0.08% | 208 |
|
|
2024
Q1 | – | Sell |
-8,198
| Closed | -$238K | – | 316 |
|
|
2023
Q4 | $238K | Sell |
8,198
-7,396
| -47% | -$215K | 0.04% | 270 |
|
|
2023
Q3 | $448K | Buy |
15,594
+808
| +5% | +$23.2K | 0.09% | 185 |
|
|
2023
Q2 | $426K | Buy |
14,786
+206
| +1% | +$5.93K | 0.08% | 193 |
|
|
2023
Q1 | $426K | Buy |
+14,580
| New | +$426K | 0.09% | 187 |
|