AFAS
Acorn Financial Advisory Services’s SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-45,423
| Closed | -$1.35M | – | 251 |
|
|
2023
Q4 | $1.35M | Sell |
45,423
-7,590
| -14% | -$226K | 0.24% | 65 |
|
|
2023
Q3 | $1.55M | Sell |
53,013
-3,662
| -6% | -$107K | 0.28% | 55 |
|
|
2023
Q2 | $1.67M | Sell |
56,675
-2,374
| -4% | -$69.9K | 0.3% | 49 |
|
|
2023
Q1 | $1.75M | Sell |
59,049
-5,004
| -8% | -$148K | 0.34% | 41 |
|
|
2022
Q4 | $1.88M | Buy |
64,053
+18,808
| +42% | +$553K | 0.4% | 28 |
|
|
2022
Q3 | $1.32M | Buy |
+45,245
| New | +$1.32M | 0.32% | 46 |
|
|
2020
Q3 | – | Sell |
-6,491
| Closed | -$203K | – | 199 |
|
|
2020
Q2 | $203K | Sell |
6,491
-125
| -2% | -$3.91K | 0.14% | 182 |
|
|
2020
Q1 | $200K | Sell |
6,616
-158
| -2% | -$4.78K | 0.2% | 155 |
|
|
2019
Q4 | $209K | Buy |
+6,774
| New | +$209K | 0.18% | 158 |
|