Wealthcare Advisory Partners’s SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-37,191
| Closed | -$1.01M | – | 1001 |
|
|
2025
Q1 | $1.01M | Sell |
37,191
-1,045
| -3% | -$28.5K | 0.03% | 440 |
|
|
2024
Q4 | $1M | Buy |
38,236
+28,800
| +305% | +$754K | 0.03% | 420 |
|
|
2024
Q3 | $274K | Buy |
+9,436
| New | +$274K | 0.01% | 746 |
|
|
2024
Q1 | – | Sell |
-165,541
| Closed | -$4.8M | – | 831 |
|
|
2023
Q4 | $4.8M | Buy |
165,541
+147,447
| +815% | +$4.28M | 0.19% | 95 |
|
|
2023
Q3 | $473K | Sell |
18,094
-5,172
| -22% | -$135K | 0.02% | 442 |
|
|
2023
Q2 | $696K | Sell |
23,266
-29,055
| -56% | -$869K | 0.03% | 371 |
|
|
2023
Q1 | $1.62M | Buy |
52,321
+36,376
| +228% | +$1.12M | 0.07% | 209 |
|
|
2022
Q4 | $463K | Buy |
15,945
+1,508
| +10% | +$43.8K | 0.02% | 443 |
|
|
2022
Q3 | $428K | Buy |
14,437
+6,005
| +71% | +$178K | 0.02% | 399 |
|
|
2022
Q2 | $279K | Buy |
+8,432
| New | +$279K | 0.02% | 451 |
|
|
2021
Q2 | – | Sell |
-53
| Closed | -$2K | – | 1691 |
|
|
2021
Q1 | $2K | Buy |
+53
| New | +$2K | ﹤0.01% | 1920 |
|
|
2020
Q2 | – | Sell |
-573
| Closed | -$27K | – | 1205 |
|
|
2020
Q1 | $27K | Buy |
+573
| New | +$27K | ﹤0.01% | 650 |
|
|
2019
Q2 | – | Sell |
-150
| Closed | -$5K | – | 1354 |
|
|
2019
Q1 | $5K | Hold |
150
| – | – | ﹤0.01% | 977 |
|
|
2018
Q4 | $5K | Hold |
150
| – | – | ﹤0.01% | 946 |
|
|
2018
Q3 | $5K | Hold |
150
| – | – | ﹤0.01% | 1002 |
|
|
2018
Q2 | $5K | Hold |
150
| – | – | ﹤0.01% | 991 |
|
|
2018
Q1 | $5K | Hold |
150
| – | – | ﹤0.01% | 836 |
|
|
2017
Q4 | $5K | Hold |
150
| – | – | ﹤0.01% | 793 |
|
|
2017
Q3 | $5K | Buy |
+150
| New | +$5K | ﹤0.01% | 657 |
|