BHWA
SPSB icon

Beacon Harbor Wealth Advisors’s SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Beacon Harbor Wealth Advisors’s Portfolio SPSB Stock Details SPSB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-271,876
Closed -$8.09M – 80
2024
Q1 		$8.09M Buy
271,876
+15,258
+6% +$454K 2.14% 8
2023
Q4 		$7.64M Buy
+256,618
New +$7.64M 2.22% 11