Brendel Financial Advisors’s SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-19,525
| Closed | -$571K | – | 38 |
|
|
2022
Q3 | $571K | Hold |
19,525
| – | – | 1.36% | 28 |
|
|
2022
Q2 | $580K | Sell |
19,525
-21,059
| -52% | -$626K | 0.51% | 52 |
|
|
2022
Q1 | $1.22M | Hold |
40,584
| – | – | 0.67% | 47 |
|
|
2021
Q4 | $1.26M | Sell |
40,584
-15,900
| -28% | -$492K | 0.65% | 49 |
|
|
2021
Q3 | $1.77M | Hold |
56,484
| – | – | 2.11% | 23 |
|
|
2021
Q2 | $1.77M | Buy |
+56,484
| New | +$1.77M | 0.97% | 39 |
|