WealthShield 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-40
| Closed | -$1.24K | – | 504 |
|
|
2023
Q1 | $1.24K | Buy |
+40
| New | +$1.24K | ﹤0.01% | 477 |
|
|
2021
Q2 | – | Sell |
-74
| Closed | -$3K | – | 1111 |
|
|
2021
Q1 | $3K | Buy |
+74
| New | +$3K | ﹤0.01% | 1038 |
|
|
2020
Q4 | – | Sell |
-520
| Closed | -$24K | – | 408 |
|
|
2020
Q3 | $24K | Sell |
520
-374
| -42% | -$17.3K | 0.01% | 327 |
|
|
2020
Q2 | $42K | Buy |
894
+1
| +0.1% | +$47 | 0.02% | 254 |
|
|
2020
Q1 | $42K | Buy |
893
+618
| +225% | +$29.1K | 0.03% | 193 |
|
|
2019
Q4 | $11K | Buy |
275
+88
| +47% | +$3.52K | 0.01% | 245 |
|
|
2019
Q3 | $8K | Buy |
+187
| New | +$8K | ﹤0.01% | 240 |
|
|
2018
Q4 | – | Sell |
-6
| Closed | – | – | 281 |
|
|
2018
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 276 |
|
|
2018
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 262 |
|
|
2018
Q1 | $0 | Buy |
+6
| New | – | ﹤0.01% | 261 |
|