WWM
WJ Wealth Management’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Hold |
7,150
| – | – | 0.07% | 96 |
|
|
2025
Q1 | $209K | Sell |
7,150
-150
| -2% | -$4.39K | 0.07% | 78 |
|
|
2024
Q4 | $212K | Sell |
7,300
-1,600
| -18% | -$46.4K | 0.07% | 73 |
|
|
2024
Q3 | $262K | Sell |
8,900
-22,666
| -72% | -$667K | 0.09% | 69 |
|
|
2024
Q2 | $911K | Sell |
31,566
-4,750
| -13% | -$137K | 0.33% | 44 |
|
|
2024
Q1 | $1.05M | Sell |
36,316
-7,400
| -17% | -$214K | 0.42% | 43 |
|
|
2023
Q4 | $1.27M | Sell |
43,716
-43,850
| -50% | -$1.27M | 0.55% | 38 |
|
|
2023
Q3 | $2.51M | Sell |
87,566
-2,164
| -2% | -$62.2K | 1.22% | 21 |
|
|
2023
Q2 | $2.58M | Buy |
89,730
+25,255
| +39% | +$727K | 1.22% | 21 |
|
|
2023
Q1 | $1.88M | Buy |
+64,475
| New | +$1.88M | 1.27% | 19 |
|
|
2020
Q3 | – | Sell |
-164,162
| Closed | -$5.05M | – | 47 |
|
|
2020
Q2 | $5.05M | Buy |
+164,162
| New | +$5.05M | 3.54% | 7 |
|