WP
WealthSource Partners’s SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-4,999
| Closed | -$298K | – | 364 |
|
|
2018
Q4 | $298K | Buy |
4,999
+107
| +2% | +$6.38K | 0.09% | 213 |
|
|
2018
Q3 | $285K | Buy |
4,892
+4
| +0.1% | +$233 | 0.07% | 231 |
|
|
2018
Q2 | $287K | Sell |
4,888
-4,646
| -49% | -$273K | 0.08% | 218 |
|
|
2018
Q1 | $561K | Buy |
+9,534
| New | +$561K | 0.17% | 131 |
|