WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,282
| Closed | -$183K | – | 1181 |
|
|
2024
Q3 | $183K | Sell |
6,282
-18
| -0.3% | -$523 | 0.05% | 198 |
|
|
2024
Q2 | $171K | Buy |
6,300
+302
| +5% | +$8.22K | 0.05% | 188 |
|
|
2024
Q1 | $168K | Buy |
+5,998
| New | +$168K | 0.05% | 197 |
|
|
2023
Q3 | – | Sell |
-154
| Closed | -$4.61K | – | 947 |
|
|
2023
Q2 | $4.61K | Hold |
154
| – | – | ﹤0.01% | 689 |
|
|
2023
Q1 | $4.76K | Hold |
154
| – | – | ﹤0.01% | 683 |
|
|
2022
Q4 | $4.47K | Hold |
154
| – | – | ﹤0.01% | 339 |
|
|
2022
Q3 | $4.57K | Hold |
154
| – | – | ﹤0.01% | 318 |
|
|
2022
Q2 | $5.09K | Hold |
154
| – | – | ﹤0.01% | 339 |
|
|
2022
Q1 | $5.82K | Buy |
+154
| New | +$5.82K | ﹤0.01% | 344 |
|