DWM
Diversify Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Sell |
7,428
-2,134
| -22% | -$64.3K | 0.01% | 501 |
|
|
2025
Q1 | $288K | Sell |
9,562
-2,283
| -19% | -$68.8K | 0.02% | 442 |
|
|
2024
Q4 | $353K | Buy |
11,845
+921
| +8% | +$27.5K | 0.03% | 409 |
|
|
2024
Q3 | $328K | Sell |
10,924
-3,994
| -27% | -$120K | 0.03% | 379 |
|
|
2024
Q2 | $447K | Buy |
+14,918
| New | +$447K | 0.06% | 301 |
|