Belpointe Asset Management’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
Q2 | – | Sell |
-12,442
| Closed | -$362K | – | 927 |
|
2024
Q1 | $362K | Buy |
12,442
+1,040
| +9% | +$30.3K | 0.03% | 524 |
|
2023
Q4 | $335K | Buy |
+11,402
| New | +$335K | 0.03% | 491 |
|
2023
Q2 | – | Sell |
-1,396
| Closed | -$40.8K | – | 2968 |
|
2023
Q1 | $40.8K | Buy |
1,396
+255
| +22% | +$7.46K | ﹤0.01% | 1827 |
|
2022
Q4 | $32.4K | Buy |
+1,141
| New | +$32.4K | ﹤0.01% | 1858 |
|