BWM
BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $47K | Sell |
1,598
-2,202
| -58% | -$64.8K | ﹤0.01% | 382 |
|
|
2023
Q1 | $113K | Buy |
3,800
+2,202
| +138% | +$65.2K | 0.01% | 304 |
|
|
2022
Q4 | $46.9K | Hold |
1,598
| – | – | 0.01% | 381 |
|
|
2022
Q3 | $47K | Hold |
1,598
| – | – | 0.01% | 376 |
|
|
2022
Q2 | $48K | Hold |
1,598
| – | – | 0.01% | 387 |
|
|
2022
Q1 | $48K | Hold |
1,598
| – | – | 0.01% | 402 |
|
|
2021
Q4 | $49K | Hold |
1,598
| – | – | 0.01% | 427 |
|
|
2021
Q3 | $50K | Hold |
1,598
| – | – | 0.01% | 400 |
|
|
2021
Q2 | $50K | Hold |
1,598
| – | – | 0.01% | 383 |
|
|
2021
Q1 | $50K | Hold |
1,598
| – | – | 0.01% | 369 |
|
|
2020
Q4 | $50K | Hold |
1,598
| – | – | 0.01% | 353 |
|
|
2020
Q3 | $50K | Hold |
1,598
| – | – | 0.01% | 338 |
|
|
2020
Q2 | $50K | Hold |
1,598
| – | – | 0.01% | 356 |
|
|
2020
Q1 | $48K | Hold |
1,598
| – | – | 0.01% | 323 |
|
|
2019
Q4 | $49K | Hold |
1,598
| – | – | 0.01% | 350 |
|
|
2019
Q3 | $49K | Hold |
1,598
| – | – | 0.01% | 334 |
|
|
2019
Q2 | $49K | Hold |
1,598
| – | – | 0.01% | 330 |
|
|
2019
Q1 | $49K | Hold |
1,598
| – | – | 0.01% | 340 |
|
|
2018
Q4 | $48K | Hold |
1,598
| – | – | 0.01% | 302 |
|
|
2018
Q3 | $48K | Hold |
1,598
| – | – | 0.01% | 328 |
|
|
2018
Q2 | $48K | Buy |
+1,598
| New | +$48K | 0.01% | 326 |
|