WSTAM
Wilbanks Smith & Thomas Asset Management’s SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-5,383
| Closed | -$227K | – | 535 |
|
2021
Q4 | $227K | Hold |
5,383
| – | – | 0.01% | 469 |
|
2021
Q3 | $222K | Buy |
5,383
+168
| +3% | +$6.93K | 0.01% | 460 |
|
2021
Q2 | $215K | Hold |
5,215
| – | – | 0.01% | 463 |
|
2021
Q1 | $203K | Hold |
5,215
| – | – | 0.01% | 447 |
|
2020
Q4 | $235K | Hold |
5,215
| – | – | 0.01% | 382 |
|
2020
Q3 | $244K | Hold |
5,215
| – | – | 0.01% | 344 |
|
2020
Q2 | $245K | Sell |
5,215
-128
| -2% | -$6.01K | 0.01% | 341 |
|
2020
Q1 | $252K | Buy |
+5,343
| New | +$252K | 0.02% | 309 |
|