CWMGP
Capstone Wealth Management Group (Pennsylvania)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $718K | Sell |
23,795
-10,647
| -31% | -$321K | 0.69% | 28 |
|
|
2025
Q1 | $1.04M | Sell |
34,442
-33,873
| -50% | -$1.02M | 0.59% | 40 |
|
|
2024
Q4 | $2.04M | Sell |
68,315
-30,502
| -31% | -$911K | 1.09% | 21 |
|
|
2024
Q3 | $2.99M | Buy |
98,817
+5,217
| +6% | +$158K | 1.77% | 16 |
|
|
2024
Q2 | $2.78M | Sell |
93,600
-398
| -0.4% | -$11.8K | 1.82% | 15 |
|
|
2024
Q1 | $2.8M | Buy |
+93,998
| New | +$2.8M | 2.01% | 14 |
|
|
2023
Q3 | – | Sell |
-7,108
| Closed | -$209K | – | 59 |
|
|
2023
Q2 | $209K | Sell |
7,108
-83
| -1% | -$2.44K | 0.22% | 55 |
|
|
2023
Q1 | $213K | Buy |
7,191
+216
| +3% | +$6.4K | 0.24% | 56 |
|
|
2022
Q4 | $205K | Buy |
6,975
+63
| +0.9% | +$1.85K | 0.22% | 60 |
|
|
2022
Q3 | $202K | Buy |
6,912
+34
| +0.5% | +$994 | 0.26% | 55 |
|
|
2022
Q2 | $204K | Sell |
6,878
-1,596
| -19% | -$47.3K | 0.25% | 61 |
|
|
2022
Q1 | $255K | Sell |
8,474
-177,610
| -95% | -$5.34M | 0.25% | 62 |
|
|
2021
Q4 | $5.76M | Buy |
+186,084
| New | +$5.76M | 4.68% | 5 |
|