CWA
Clearview Wealth Advisors’s SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-20
| Closed | -$465 | – | 555 |
|
|
2023
Q2 | $465 | Hold |
20
| – | – | ﹤0.01% | 638 |
|
|
2023
Q1 | $472 | Hold |
20
| – | – | ﹤0.01% | 618 |
|
|
2022
Q4 | $449 | Sell |
20
-1,366
| -99% | -$30.7K | ﹤0.01% | 562 |
|
|
2022
Q3 | $30K | Hold |
1,386
| – | – | 0.02% | 209 |
|
|
2022
Q2 | $33K | Hold |
1,386
| – | – | 0.02% | 226 |
|
|
2022
Q1 | $39K | Sell |
1,386
-637
| -31% | -$17.9K | 0.03% | 226 |
|
|
2021
Q4 | $64K | Sell |
2,023
-1,124
| -36% | -$35.6K | 0.04% | 208 |
|
|
2021
Q3 | $99K | Buy |
3,147
+9
| +0.3% | +$283 | 0.06% | 162 |
|
|
2021
Q2 | $100K | Sell |
3,138
-10,254
| -77% | -$327K | 0.06% | 163 |
|
|
2021
Q1 | $404K | Sell |
13,392
-102,708
| -88% | -$3.1M | 0.26% | 78 |
|
|
2020
Q4 | $3.84M | Buy |
+116,100
| New | +$3.84M | 2.58% | 10 |
|