CWM
Collaborative Wealth Management’s SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,625
| Closed | -$220K | – | 174 |
|
|
2023
Q2 | $220K | Sell |
7,625
-1,680
| -18% | -$48.5K | 0.13% | 151 |
|
|
2023
Q1 | $272K | Sell |
9,305
-15,904
| -63% | -$465K | 0.17% | 136 |
|
|
2022
Q4 | $715K | Buy |
25,209
+187
| +0.7% | +$5.31K | 0.47% | 66 |
|
|
2022
Q3 | $695K | Buy |
25,022
+383
| +2% | +$10.6K | 0.49% | 62 |
|
|
2022
Q2 | $729K | Buy |
+24,639
| New | +$729K | 0.48% | 69 |
|
|
2021
Q4 | $901K | Buy |
+25,869
| New | +$901K | 0.49% | 63 |
|
|
2021
Q1 | $797K | Buy |
+24,899
| New | +$797K | 0.46% | 68 |
|