Cornerstone Wealth Management’s SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,659
| Closed | -$224K | – | 523 |
|
|
2023
Q1 | $224K | Buy |
+7,659
| New | +$224K | 0.02% | 426 |
|
|
2022
Q3 | $207K | Sell |
7,449
-7,820
| -51% | -$217K | 0.02% | 417 |
|
|
2022
Q2 | $451K | Buy |
15,269
+7,154
| +88% | +$211K | 0.05% | 282 |
|
|
2022
Q1 | $260K | Buy |
8,115
+751
| +10% | +$24.1K | 0.03% | 397 |
|
|
2021
Q4 | $255K | Buy |
+7,364
| New | +$255K | 0.02% | 433 |
|