WealthPLAN Partners’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	-3,915	Closed	-$111K	–	1050
2023 Q2	$111K	Sell	3,915 -70	-2%	-$1.98K	0.02%	382
2023 Q1	$115K	Buy	+3,985	New	+$115K	0.01%	394