WealthOne’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-7,716
| Closed | -$348K | – | 129 |
|
|
2020
Q4 | $348K | Buy |
+7,716
| New | +$348K | 0.17% | 76 |
|
|
2020
Q3 | – | Sell |
-7,092
| Closed | -$333K | – | 108 |
|
|
2020
Q2 | $333K | Buy |
+7,092
| New | +$333K | 0.2% | 68 |
|
|
2019
Q3 | – | Sell |
-32,397
| Closed | -$1.24M | – | 99 |
|
|
2019
Q2 | $1.24M | Buy |
32,397
+9,714
| +43% | +$371K | 0.87% | 20 |
|
|
2019
Q1 | $825K | Buy |
22,683
+2,054
| +10% | +$74.7K | 0.93% | 20 |
|
|
2018
Q4 | $723K | Buy |
+20,629
| New | +$723K | 0.63% | 27 |
|