Westside Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,500
| Closed | -$316 | – | 812 |
|
|
2021
Q4 | $316 | Buy |
+7,500
| New | +$316 | ﹤0.01% | 293 |
|
|
2018
Q1 | – | Sell |
-1,300
| Closed | -$47K | – | 834 |
|
|
2017
Q4 | $47K | Hold |
1,300
| – | – | 0.03% | 291 |
|
|
2017
Q3 | $46.5K | Hold |
1,300
| – | – | 0.03% | 278 |
|
|
2017
Q2 | $46.1K | Hold |
1,300
| – | – | 0.03% | 272 |
|
|
2017
Q1 | $45.6K | Buy |
+1,300
| New | +$45.6K | 0.02% | 268 |
|