WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-5,748
| Closed | -$227K | – | 1703 |
|
|
2016
Q3 | $227K | Buy |
+5,748
| New | +$227K | 0.06% | 338 |
|
|
2016
Q2 | – | Sell |
-2,036
| Closed | -$77K | – | 1680 |
|
|
2016
Q1 | $77K | Buy |
+2,036
| New | +$77K | 0.02% | 546 |
|
|
2015
Q2 | – | Sell |
-322
| Closed | -$12K | – | 1787 |
|
|
2015
Q1 | $12K | Buy |
322
+312
| +3,120% | +$11.6K | ﹤0.01% | 1151 |
|
|
2014
Q4 | $0 | Buy |
+10
| New | – | ﹤0.01% | 2205 |
|