BWM
Braver 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-9,426
| Closed | -$290K | – | 87 |
|
|
2014
Q2 | $290K | Sell |
9,426
-1,845
| -16% | -$56.8K | 0.07% | 79 |
|
|
2014
Q1 | $347K | Buy |
11,271
+1,429
| +15% | +$44K | 0.1% | 65 |
|
|
2013
Q4 | $302K | Sell |
9,842
-1,743
| -15% | -$53.5K | 0.1% | 67 |
|
|
2013
Q3 | $356K | Hold |
11,585
| – | – | 0.12% | 70 |
|
|
2013
Q2 | $354K | Buy |
+11,585
| New | +$354K | 0.16% | 57 |
|