WealthSource Partners’s SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $22.8M | Sell |
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|
2023
Q3 | $22M | Buy |
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|
2023
Q2 | $3.49M | Sell |
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|
2023
Q1 | $3.76M | Buy |
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|
2022
Q4 | $3.41M | Sell |
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|
2022
Q3 | $3.65M | Buy |
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|
2022
Q2 | $2.77M | Sell |
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|
2022
Q1 | $3.44M | Buy |
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|
2021
Q4 | $3.51M | Buy |
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|
2021
Q3 | $2.68M | Buy |
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|
2021
Q2 | $1.53M | Sell |
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|
2021
Q1 | $1.51M | Sell |
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|
2020
Q4 | $4.06M | Sell |
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|
2020
Q3 | $5.39M | Buy |
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|
2020
Q2 | $5.22M | Sell |
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|
2020
Q1 | $12.4M | Buy |
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|
2019
Q4 | $7.89M | Buy |
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|
2019
Q3 | $4.42M | Buy |
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|
2019
Q2 | $961K | Buy |
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|
2019
Q1 | $299K | Sell |
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|
2018
Q4 | $1.12M | Buy |
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|
2018
Q3 | $1.05M | Buy |
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|
2018
Q2 | $1.09M | Sell |
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|
2018
Q1 | $1.78M | Buy |
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|
2017
Q4 | $508K | Buy |
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|
2017
Q3 | $470K | Buy |
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|
2017
Q2 | $455K | Sell |
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|
2017
Q1 | $565K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $7.78M | Buy |
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