West Wealth Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-58,835
| Closed | -$1.54M | – | 102 |
|
|
2024
Q4 | $1.54M | Buy |
58,835
+6,483
| +12% | +$170K | 0.46% | 27 |
|
|
2024
Q3 | $1.52M | Sell |
52,352
-21,696
| -29% | -$631K | 0.49% | 25 |
|
|
2024
Q2 | $2.02M | Sell |
74,048
-72
| -0.1% | -$1.96K | 0.71% | 22 |
|
|
2024
Q1 | $2.07M | Buy |
74,120
+39,791
| +116% | +$1.11M | 0.77% | 21 |
|
|
2023
Q4 | $996K | Sell |
34,329
-1,676
| -5% | -$48.6K | 0.39% | 28 |
|
|
2023
Q3 | $942K | Sell |
36,005
-638
| -2% | -$16.7K | 0.41% | 29 |
|
|
2023
Q2 | $1.1M | Buy |
36,643
+21,234
| +138% | +$635K | 0.46% | 22 |
|
|
2023
Q1 | $476K | Buy |
+15,409
| New | +$476K | 0.22% | 35 |
|