CWA
Clearview Wealth Advisors’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
Q2 | – | Sell |
-31,437
| Closed | -$936K | – | 115 |
|
|
2024
Q1 | $936K | Buy |
+31,437
| New | +$936K | 0.96% | 23 |
|
|
2023
Q3 | – | Sell |
-89,442
| Closed | -$2.63M | – | 556 |
|
|
2023
Q2 | $2.63M | Sell |
89,442
-2,391
| -3% | -$70.4K | 2.68% | 4 |
|
|
2023
Q1 | $2.72M | Buy |
91,833
+57,490
| +167% | +$1.7M | 2.76% | 4 |
|
|
2022
Q4 | $1.01M | Sell |
34,343
-8,375
| -20% | -$246K | 0.78% | 27 |
|
|
2022
Q3 | $1.25M | Buy |
42,718
+297
| +0.7% | +$8.68K | 0.99% | 17 |
|
|
2022
Q2 | $1.26M | Buy |
42,421
+37,832
| +824% | +$1.12M | 0.94% | 18 |
|
|
2022
Q1 | $138K | Sell |
4,589
-16,944
| -79% | -$510K | 0.09% | 103 |
|
|
2021
Q4 | $667K | Sell |
21,533
-17,806
| -45% | -$552K | 0.41% | 57 |
|
|
2021
Q3 | $1.23M | Sell |
39,339
-15,756
| -29% | -$492K | 0.78% | 32 |
|
|
2021
Q2 | $1.72M | Buy |
55,095
+1,452
| +3% | +$45.4K | 1.06% | 19 |
|
|
2021
Q1 | $1.68M | Buy |
53,643
+12,450
| +30% | +$390K | 1.09% | 22 |
|
|
2020
Q4 | $1.29M | Buy |
+41,193
| New | +$1.29M | 0.87% | 27 |
|