WCM
Wealthcare Capital Management’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-147,581
| Closed | -$4.38M | – | 78 |
|
|
2022
Q1 | $4.38M | Buy |
147,581
+12,063
| +9% | +$358K | 0.43% | 10 |
|
|
2021
Q4 | $4.12M | Buy |
135,518
+1,744
| +1% | +$53.1K | 0.38% | 13 |
|
|
2021
Q3 | $4.1M | Buy |
133,774
+1,313
| +1% | +$40.2K | 0.4% | 11 |
|
|
2021
Q2 | $4.06M | Hold |
132,461
| – | – | 0.39% | 12 |
|
|
2021
Q1 | $4.06M | Hold |
132,461
| – | – | 0.41% | 11 |
|
|
2020
Q4 | $4.07M | Sell |
132,461
-6,118
| -4% | -$188K | 0.42% | 11 |
|
|
2020
Q3 | $4.25M | Sell |
138,579
-1,526
| -1% | -$46.8K | 0.48% | 11 |
|
|
2020
Q2 | $4.3M | Hold |
140,105
| – | – | 0.52% | 10 |
|
|
2020
Q1 | $4.3M | Sell |
140,105
-2,408
| -2% | -$74K | 0.58% | 10 |
|
|
2019
Q4 | $4.27M | Sell |
142,513
-74
| -0.1% | -$2.22K | 0.51% | 10 |
|
|
2019
Q3 | $4.28M | Sell |
142,587
-4,297
| -3% | -$129K | 0.53% | 10 |
|
|
2019
Q2 | $4.41M | Hold |
146,884
| – | – | 0.61% | 9 |
|
|
2019
Q1 | $4.37M | Sell |
146,884
-58,943
| -29% | -$1.75M | 0.62% | 9 |
|
|
2018
Q4 | $6.09M | Buy |
+205,827
| New | +$6.09M | 0.94% | 9 |
|