VHAM
Van Hulzen Asset Management’s SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-2,990
| Closed | -$78.3K | – | 992 |
|
2024
Q4 | $78.3K | Buy |
+2,990
| New | +$78.3K | 0.01% | 434 |
|
2022
Q3 | – | Sell |
-10,655
| Closed | -$352K | – | 303 |
|
2022
Q2 | $352K | Buy |
10,655
+1,055
| +11% | +$34.9K | 0.04% | 203 |
|
2022
Q1 | $363K | Buy |
+9,600
| New | +$363K | 0.04% | 210 |
|
2021
Q3 | – | Sell |
-5,400
| Closed | -$223K | – | 292 |
|
2021
Q2 | $223K | Sell |
5,400
-1,400
| -21% | -$57.8K | 0.03% | 238 |
|
2021
Q1 | $265K | Buy |
+6,800
| New | +$265K | 0.04% | 209 |
|