WAOI
Wealth Advisors of Iowa’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-16,710
| Closed | -$483K | – | 68 |
|
|
2022
Q4 | $483K | Sell |
16,710
-10,685
| -39% | -$309K | 0.39% | 28 |
|
|
2022
Q3 | $792K | Sell |
27,395
-4,828,282
| -99% | -$140M | 0.74% | 17 |
|
|
2022
Q2 | $143M | Buy |
4,855,677
+4,195,116
| +635% | +$124M | 25.16% | 1 |
|
|
2022
Q1 | $19.6M | Buy |
+660,561
| New | +$19.6M | 9.81% | 3 |
|