TLFA
True Link Financial Advisors’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-28,600
| Closed | -$841K | – | 80 |
|
|
2024
Q3 | $841K | Sell |
28,600
-1,000
| -3% | -$29.4K | 0.07% | 31 |
|
|
2024
Q2 | $855K | Hold |
29,600
| – | – | 0.08% | 29 |
|
|
2024
Q1 | $856K | Sell |
29,600
-6,900
| -19% | -$200K | 0.08% | 30 |
|
|
2023
Q4 | $1.06M | Sell |
36,500
-15,175
| -29% | -$441K | 0.11% | 26 |
|
|
2023
Q3 | $1.48M | Sell |
51,675
-400
| -0.8% | -$11.5K | 0.18% | 35 |
|
|
2023
Q2 | $1.5M | Hold |
52,075
| – | – | 0.18% | 38 |
|
|
2023
Q1 | $1.52M | Hold |
52,075
| – | – | 0.19% | 41 |
|
|
2022
Q4 | $1.5M | Hold |
52,075
| – | – | 0.2% | 37 |
|
|
2022
Q3 | $1.51M | Hold |
52,075
| – | – | 0.22% | 40 |
|
|
2022
Q2 | $1.53M | Hold |
52,075
| – | – | 0.23% | 46 |
|
|
2022
Q1 | $1.54M | Hold |
52,075
| – | – | 0.22% | 45 |
|
|
2021
Q4 | $1.59M | Sell |
52,075
-400
| -0.8% | -$12.2K | 0.21% | 52 |
|
|
2021
Q3 | $1.61M | Buy |
52,475
+5,000
| +11% | +$153K | 0.22% | 50 |
|
|
2021
Q2 | $1.46M | Hold |
47,475
| – | – | 0.21% | 50 |
|
|
2021
Q1 | $1.46M | Buy |
47,475
+33,000
| +228% | +$1.01M | 0.21% | 53 |
|
|
2020
Q4 | $445K | Buy |
+14,475
| New | +$445K | 0.07% | 109 |
|