BHWM
Bay Harbor 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-311
| Closed | -$9K | – | 211 |
|
2022
Q2 | $9K | Buy |
+311
| New | +$9K | ﹤0.01% | 138 |
|
2019
Q3 | – | Sell |
-27,193
| Closed | -$837K | – | 404 |
|
2019
Q2 | $837K | Buy |
27,193
+1,222
| +5% | +$37.6K | 0.52% | 36 |
|
2019
Q1 | $793K | Buy |
25,971
+3,970
| +18% | +$121K | 0.54% | 33 |
|
2018
Q4 | $663K | Buy |
+22,001
| New | +$663K | 0.53% | 35 |
|