TrueWealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,615
| Closed | -$252K | – | 193 |
|
|
2023
Q1 | $252K | Sell |
8,615
-4,110
| -32% | -$120K | 0.11% | 155 |
|
|
2022
Q4 | $368K | Sell |
12,725
-3,964
| -24% | -$115K | 0.16% | 106 |
|
|
2022
Q3 | $482K | Sell |
16,689
-5,504
| -25% | -$159K | 0.23% | 80 |
|
|
2022
Q2 | $654K | Sell |
22,193
-714
| -3% | -$21K | 0.3% | 70 |
|
|
2022
Q1 | $697K | Hold |
22,907
| – | – | 0.31% | 70 |
|
|
2021
Q4 | $697K | Buy |
+22,907
| New | +$697K | 0.31% | 70 |
|