B. Riley Wealth Advisors’s SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-68,795
| Closed | -$1.97M | – | 1420 |
|
|
2024
Q2 | $1.97M | Buy |
68,795
+51,889
| +307% | +$1.49M | 0.05% | 343 |
|
|
2024
Q1 | $466K | Sell |
16,906
-13,000
| -43% | -$359K | 0.01% | 827 |
|
|
2023
Q4 | $880K | Buy |
29,906
+13,000
| +77% | +$382K | 0.02% | 574 |
|
|
2023
Q3 | $466K | Buy |
16,906
+163
| +1% | +$4.5K | 0.01% | 827 |
|
|
2023
Q2 | $483K | Buy |
16,743
+151
| +0.9% | +$4.36K | 0.01% | 872 |
|
|
2023
Q1 | $485K | Buy |
+16,592
| New | +$485K | 0.01% | 816 |
|