WFG Advisors’s SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-1,678
| Closed | -$51K | – | 1667 |
|
|
2015
Q4 | $51K | Buy |
1,678
+498
| +42% | +$15.1K | 0.02% | 656 |
|
|
2015
Q3 | $36K | Buy |
1,180
+830
| +237% | +$25.3K | 0.01% | 741 |
|
|
2015
Q2 | $11K | Buy |
+350
| New | +$11K | ﹤0.01% | 1168 |
|
|
2015
Q1 | – | Sell |
-18
| Closed | -$1K | – | 2046 |
|
|
2014
Q4 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 1969 |
|