Valley Wealth Managers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,390
| Closed | -$70.3K | – | 418 |
|
|
2024
Q3 | $70.3K | Hold |
2,390
| – | – | 0.01% | 200 |
|
|
2024
Q2 | $69K | Hold |
2,390
| – | – | 0.01% | 207 |
|
|
2024
Q1 | $69.1K | Hold |
2,390
| – | – | 0.01% | 206 |
|
|
2023
Q4 | $69.4K | Hold |
2,390
| – | – | 0.01% | 207 |
|
|
2023
Q3 | $68.6K | Hold |
2,390
| – | – | 0.01% | 211 |
|
|
2023
Q2 | $68.8K | Hold |
2,390
| – | – | 0.01% | 196 |
|
|
2023
Q1 | $69.9K | Sell |
2,390
-4,200
| -64% | -$123K | 0.01% | 203 |
|
|
2022
Q4 | $190K | Hold |
6,590
| – | – | 0.02% | 171 |
|
|
2022
Q3 | $191K | Hold |
6,590
| – | – | 0.02% | 168 |
|
|
2022
Q2 | $194K | Buy |
+6,590
| New | +$194K | 0.02% | 185 |
|