CFA
Compass Financial 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
Q2 | – | Sell |
-17,848
| Closed | -$422K | – | 91 |
|
|
2023
Q1 | $422K | Buy |
17,848
+1,547
| +9% | +$36.5K | 0.53% | 63 |
|
|
2022
Q4 | $366K | Sell |
16,301
-153
| -0.9% | -$3.44K | 0.49% | 71 |
|
|
2022
Q3 | $358K | Sell |
16,454
-294
| -2% | -$6.4K | 0.53% | 66 |
|
|
2022
Q2 | $403K | Buy |
16,748
+570
| +4% | +$13.7K | 0.55% | 63 |
|
|
2022
Q1 | $450K | Buy |
16,178
+54
| +0.3% | +$1.5K | 0.5% | 71 |
|
|
2021
Q4 | $508K | Buy |
+16,124
| New | +$508K | 0.56% | 67 |
|