WealthSource Partners’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $543K | Sell |
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|
2023
Q3 | $555K | Sell |
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|
2023
Q2 | $580K | Sell |
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|
2023
Q1 | $597K | Sell |
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|
2022
Q4 | $628K | Sell |
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|
2022
Q3 | $710K | Sell |
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|
2022
Q2 | $1.68M | Sell |
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|
2022
Q1 | $1.93M | Hold |
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|
2021
Q4 | $1.98M | Buy |
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|
2021
Q3 | $1.71M | Sell |
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|
2021
Q2 | $1.85M | Buy |
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|
2021
Q1 | $1.67M | Buy |
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|
2020
Q4 | $1.35M | Buy |
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|
2020
Q3 | $867K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $398K | Sell |
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|
2018
Q4 | $593K | Buy |
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|
2018
Q3 | $576K | Sell |
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|
2018
Q2 | $581K | Sell |
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|
2018
Q1 | $1.16M | Buy |
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