CIAS
CFS Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,560
| Closed | -$320K | – | 308 |
|
|
2024
Q3 | $320K | Sell |
10,560
-53,624
| -84% | -$1.62M | 0.03% | 242 |
|
|
2024
Q2 | $1.91M | Buy |
64,184
+15,563
| +32% | +$462K | 0.15% | 94 |
|
|
2024
Q1 | $1.45M | Buy |
48,621
+13,722
| +39% | +$408K | 0.24% | 63 |
|
|
2023
Q4 | $1.04M | Sell |
34,899
-2,019
| -5% | -$60.1K | 0.19% | 77 |
|
|
2023
Q3 | $1.08M | Sell |
36,918
-15,034
| -29% | -$441K | 0.17% | 88 |
|
|
2023
Q2 | $1.53M | Buy |
51,952
+5,162
| +11% | +$152K | 0.2% | 93 |
|
|
2023
Q1 | $1.39M | Buy |
46,790
+16,689
| +55% | +$494K | 0.25% | 62 |
|
|
2022
Q4 | $884K | Sell |
30,101
-610,079
| -95% | -$17.9M | 0.2% | 64 |
|
|
2022
Q3 | $640K | Buy |
640,180
+618,777
| +2,891% | +$619K | 0.15% | 78 |
|
|
2022
Q2 | $636K | Sell |
21,403
-552,995
| -96% | -$16.4M | 0.1% | 150 |
|
|
2022
Q1 | $19K | Buy |
574,398
+557,081
| +3,217% | +$18.4K | 0.08% | 119 |
|
|
2021
Q4 | $532K | Buy |
+17,317
| New | +$532K | 0.07% | 159 |
|
|
2020
Q4 | $282K | Buy |
+8,970
| New | +$282K | 0.04% | 159 |
|