WWA
WCG Wealth Advisors’s SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-25,748
| Closed | -$748K | – | 319 |
|
|
2024
Q3 | $748K | Buy |
25,748
+1,013
| +4% | +$29.4K | 0.05% | 243 |
|
|
2024
Q2 | $693K | Sell |
24,735
-1,540
| -6% | -$43.1K | 0.05% | 226 |
|
|
2024
Q1 | $740K | Buy |
26,275
+1,523
| +6% | +$42.9K | 0.06% | 204 |
|
|
2023
Q4 | $707K | Sell |
24,752
-20,924
| -46% | -$598K | 0.05% | 224 |
|
|
2023
Q3 | $1.26M | Buy |
+45,676
| New | +$1.26M | 0.09% | 177 |
|