WealthOne’s SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,292
| Closed | -$291K | – | 105 |
|
|
2023
Q2 | $291K | Sell |
10,292
-22,762
| -69% | -$644K | 0.11% | 79 |
|
|
2023
Q1 | $957K | Buy |
+33,054
| New | +$957K | 0.37% | 33 |
|
|
2020
Q3 | – | Sell |
-38,656
| Closed | -$1.28M | – | 107 |
|
|
2020
Q2 | $1.28M | Buy |
+38,656
| New | +$1.28M | 0.79% | 21 |
|
|
2019
Q3 | – | Sell |
-28,426
| Closed | -$878K | – | 98 |
|
|
2019
Q2 | $878K | Buy |
+28,426
| New | +$878K | 0.62% | 27 |
|
|
2019
Q1 | – | Sell |
-236
| Closed | -$7K | – | 496 |
|
|
2018
Q4 | $7K | Buy |
+236
| New | +$7K | 0.01% | 425 |
|