AWM
Atticus 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-25
| Closed | -$745 | – | 565 |
|
2024
Q1 | $745 | Sell |
25
-379
| -94% | -$11.3K | ﹤0.01% | 513 |
|
2023
Q4 | $12K | Sell |
404
-15,423
| -97% | -$459K | ﹤0.01% | 382 |
|
2023
Q3 | $464K | Sell |
15,827
-2,986
| -16% | -$87.5K | 0.18% | 75 |
|
2023
Q2 | $554K | Sell |
18,813
-169
| -0.9% | -$4.98K | 0.2% | 69 |
|
2023
Q1 | $562K | Buy |
+18,982
| New | +$562K | 0.21% | 70 |
|