United Capital Financial 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
Q1 | – | Sell |
-8,531
| Closed | -$246K | – | 1059 |
|
|
2022
Q4 | $246K | Sell |
8,531
-1,794
| -17% | -$51.8K | ﹤0.01% | 930 |
|
|
2022
Q3 | $298K | Buy |
+10,325
| New | +$298K | ﹤0.01% | 911 |
|
|
2022
Q1 | – | Sell |
-7,608
| Closed | -$232K | – | 1217 |
|
|
2021
Q4 | $232K | Buy |
7,608
+771
| +11% | +$23.5K | ﹤0.01% | 1102 |
|
|
2021
Q3 | $209K | Sell |
6,837
-2,615
| -28% | -$79.9K | ﹤0.01% | 1125 |
|
|
2021
Q2 | $290K | Buy |
9,452
+2,615
| +38% | +$80.2K | ﹤0.01% | 1025 |
|
|
2021
Q1 | $210K | Hold |
6,837
| – | – | ﹤0.01% | 1103 |
|
|
2020
Q4 | $210K | Hold |
6,837
| – | – | ﹤0.01% | 1110 |
|
|
2020
Q3 | $210K | Hold |
6,837
| – | – | ﹤0.01% | 1060 |
|
|
2020
Q2 | $210K | Hold |
6,837
| – | – | ﹤0.01% | 1087 |
|
|
2020
Q1 | $210K | Buy |
+6,837
| New | +$210K | ﹤0.01% | 1053 |
|