TWD
True Wealth Design’s SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-161,699
| Closed | -$4.53M | – | 1309 |
|
|
2024
Q2 | $4.53M | Sell |
161,699
-169
| -0.1% | -$4.74K | 1.12% | 14 |
|
|
2024
Q1 | $4.56M | Sell |
161,868
-3,575
| -2% | -$101K | 1.14% | 14 |
|
|
2023
Q4 | $4.73M | Buy |
165,443
+48,646
| +42% | +$1.39M | 1.33% | 13 |
|
|
2023
Q3 | $3.22M | Buy |
116,797
+23,417
| +25% | +$645K | 1.08% | 15 |
|
|
2023
Q2 | $2.64M | Sell |
93,380
-9,584
| -9% | -$271K | 0.97% | 19 |
|
|
2023
Q1 | $2.98M | Buy |
102,964
+2,168
| +2% | +$62.7K | 1.25% | 16 |
|
|
2022
Q4 | $2.85M | Buy |
+100,796
| New | +$2.85M | 1.32% | 15 |
|