Axxcess 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-34,417
| Closed | -$1.01M | – | 837 |
|
|
2023
Q2 | $1.01M | Sell |
34,417
-215
| -0.6% | -$6.33K | 0.07% | 227 |
|
|
2023
Q1 | $1.03M | Buy |
34,632
+738
| +2% | +$21.9K | 0.08% | 221 |
|
|
2022
Q4 | $996K | Sell |
33,894
-8,045
| -19% | -$236K | 0.08% | 223 |
|
|
2022
Q3 | $1.23M | Buy |
41,939
+1,879
| +5% | +$54.9K | 0.12% | 163 |
|
|
2022
Q2 | $1.19M | Buy |
40,060
+16,342
| +69% | +$486K | 0.11% | 160 |
|
|
2022
Q1 | $715K | Buy |
23,718
+4,029
| +20% | +$121K | 0.06% | 281 |
|
|
2021
Q4 | $610K | Buy |
+19,689
| New | +$610K | 0.04% | 312 |
|