CFAM
Coury Firm Asset Management’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
Q3 | $3.59M | Sell |
122,572
-35,756
| -23% | -$1.05M | 5.74% | 5 |
|
|
2023
Q2 | $4.66M | Buy |
158,328
+6,746
| +4% | +$199K | 6.72% | 3 |
|
|
2023
Q1 | $4.69M | Sell |
151,582
-6,746
| -4% | -$209K | 6.59% | 3 |
|
|
2022
Q4 | $4.65M | Sell |
158,328
-180
| -0.1% | -$5.29K | 6.91% | 3 |
|
|
2022
Q3 | $4.63M | Sell |
158,508
-185
| -0.1% | -$5.41K | 6.99% | 4 |
|
|
2022
Q2 | $4.72M | Sell |
158,693
-32,279
| -17% | -$960K | 6.25% | 5 |
|
|
2022
Q1 | $5.75M | Sell |
190,972
-42,034
| -18% | -$1.27M | 4.98% | 7 |
|
|
2021
Q4 | $7.22M | Buy |
+233,006
| New | +$7.22M | 5.48% | 6 |
|