CFA
Compass Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-15,925
| Closed | -$472K | – | 92 |
|
|
2023
Q1 | $472K | Buy |
15,925
+1,057
| +7% | +$31.3K | 0.6% | 57 |
|
|
2022
Q4 | $437K | Sell |
14,868
-477
| -3% | -$14K | 0.59% | 57 |
|
|
2022
Q3 | $448K | Sell |
15,345
-756
| -5% | -$22.1K | 0.67% | 51 |
|
|
2022
Q2 | $479K | Sell |
16,101
-1,330
| -8% | -$39.6K | 0.65% | 50 |
|
|
2022
Q1 | $525K | Sell |
17,431
-5,954
| -25% | -$179K | 0.58% | 58 |
|
|
2021
Q4 | $724K | Buy |
+23,385
| New | +$724K | 0.8% | 44 |
|