BPWA
Beacon Pointe Wealth Advisors’s SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $740K | Sell |
21,840
-5,331
| -20% | -$181K | 0.14% | 125 |
|
|
2019
Q3 | $921K | Buy |
27,171
+3,066
| +13% | +$104K | 0.19% | 105 |
|
|
2019
Q2 | $800K | Sell |
24,105
-2,336
| -9% | -$77.5K | 0.17% | 116 |
|
|
2019
Q1 | $847K | Sell |
26,441
-2,557
| -9% | -$81.9K | 0.19% | 107 |
|
|
2018
Q4 | $887K | Buy |
+28,998
| New | +$887K | 0.32% | 82 |
|