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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-21,140
Closed -$575K 1310
2024
Q2
$575K Buy
21,140
+48
+0.2% +$1.31K 0.14% 103
2024
Q1
$589K Buy
21,092
+1,110
+6% +$31K 0.15% 102
2023
Q4
$580K Buy
19,982
+4,070
+26% +$118K 0.16% 100
2023
Q3
$416K Buy
+15,912
New +$416K 0.14% 105