CAS
Cascadia Advisory Services’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $407K | Buy |
13,016
+611
| +5% | +$19.1K | 0.08% | 196 |
|
2021
Q2 | $388K | Buy |
12,405
+4,622
| +59% | +$145K | 0.08% | 188 |
|
2021
Q1 | $244K | Buy |
+7,783
| New | +$244K | 0.05% | 212 |
|
2020
Q3 | – | Sell |
-19,140
| Closed | -$600K | – | 216 |
|
2020
Q2 | $600K | Buy |
+19,140
| New | +$600K | 0.18% | 115 |
|
2019
Q4 | $1.68M | Buy |
+54,340
| New | +$1.68M | 0.48% | 70 |
|