AOWM
Alpha Omega Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Buy |
59,388
+499
| +0.8% | +$15.1K | 0.32% | 85 |
|
|
2025
Q1 | $1.77M | Buy |
58,889
+9
| +0% | +$271 | 0.34% | 86 |
|
|
2024
Q4 | $1.76M | Sell |
58,880
-1,413
| -2% | -$42.2K | 0.33% | 87 |
|
|
2024
Q3 | $1.83M | Sell |
60,293
-426
| -0.7% | -$12.9K | 0.34% | 87 |
|
|
2024
Q2 | $1.8M | Sell |
60,719
-422
| -0.7% | -$12.5K | 0.34% | 86 |
|
|
2024
Q1 | $1.82M | Buy |
61,141
+14
| +0% | +$417 | 0.34% | 88 |
|
|
2023
Q4 | $1.82M | Sell |
61,127
-1,527
| -2% | -$45.5K | 0.3% | 86 |
|
|
2023
Q3 | $1.84M | Buy |
62,654
+982
| +2% | +$28.8K | 0.32% | 82 |
|
|
2023
Q2 | $1.82M | Sell |
61,672
-2,106
| -3% | -$62K | 0.31% | 88 |
|
|
2023
Q1 | $1.89M | Buy |
63,778
+1,341
| +2% | +$39.7K | 0.33% | 81 |
|
|
2022
Q4 | $1.83M | Buy |
62,437
+3,890
| +7% | +$114K | 0.33% | 83 |
|
|
2022
Q3 | $1.71M | Buy |
58,547
+18,954
| +48% | +$554K | 0.33% | 82 |
|
|
2022
Q2 | $1.18M | Buy |
39,593
+10,439
| +36% | +$310K | 0.21% | 99 |
|
|
2022
Q1 | $878K | Sell |
29,154
-316
| -1% | -$9.52K | 0.14% | 119 |
|
|
2021
Q4 | $910K | Buy |
29,470
+326
| +1% | +$10.1K | 0.14% | 120 |
|
|
2021
Q3 | $911K | Buy |
+29,144
| New | +$911K | 0.15% | 116 |
|
|
2019
Q2 | – | Sell |
-830
| Closed | -$25K | – | 643 |
|
|
2019
Q1 | $25K | Buy |
+830
| New | +$25K | 0.01% | 327 |
|