WWM
WJ Wealth Management’s SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-275,375
| Closed | -$7.97M | – | 68 |
|
|
2023
Q1 | $7.97M | Buy |
+275,375
| New | +$7.97M | 5.39% | 7 |
|
|
2022
Q1 | – | Sell |
-13,985
| Closed | -$448K | – | 58 |
|
|
2021
Q4 | $448K | Sell |
13,985
-1,185
| -8% | -$38K | 0.27% | 36 |
|
|
2021
Q3 | $490K | Sell |
15,170
-237
| -2% | -$7.66K | 0.33% | 39 |
|
|
2021
Q2 | $499K | Sell |
15,407
-4,080
| -21% | -$132K | 1.55% | 19 |
|
|
2021
Q1 | $625K | Sell |
19,487
-31,290
| -62% | -$1M | 1.94% | 14 |
|
|
2020
Q4 | $1.68M | Sell |
50,777
-37,045
| -42% | -$1.22M | 5.22% | 5 |
|
|
2020
Q3 | $2.92M | Sell |
87,822
-16,685
| -16% | -$555K | 9.45% | 3 |
|
|
2020
Q2 | $3.47M | Buy |
104,507
+59,072
| +130% | +$1.96M | 2.43% | 13 |
|
|
2020
Q1 | $1.51M | Buy |
+45,435
| New | +$1.51M | 5.42% | 6 |
|