Caldwell Trust’s SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,655
|
|
||||
|
2022
Q1 | $140K | Hold |
4,655
|
|
||||
|
2021
Q4 | $144K | Hold |
4,655
|
|
||||
|
2021
Q3 | $145K | Hold |
4,655
|
|
||||
|
2021
Q2 | $146K | Hold |
4,655
|
|
||||
|
2021
Q1 | $146K | Hold |
4,655
|
|
||||
|
2020
Q4 | $146K | Hold |
4,655
|
|
||||
|
2020
Q3 | $146K | Hold |
4,655
|
|
||||
|
2020
Q2 | $146K | Hold |
4,655
|
|
||||
|
2020
Q1 | $141K | Hold |
4,655
|
|
||||
|
2019
Q4 | $144K | Buy |
+4,655
|
|