WR Wealth Planners’s SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $183K | Sell |
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|
2024
Q2 | $171K | Buy |
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|
2024
Q1 | $168K | Buy |
|
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $4.61K | Hold |
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|
2023
Q1 | $4.76K | Hold |
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|
2022
Q4 | $4.47K | Hold |
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|
2022
Q3 | $4.57K | Hold |
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|
2022
Q2 | $5.09K | Hold |
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|
2022
Q1 | $5.82K | Buy |
|