EWM
Echo 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 | $1.94M | Buy |
64,165
+5,922
| +10% | +$179K | 1.19% | 18 |
|
|
2025
Q1 | $1.75M | Buy |
58,243
+5,106
| +10% | +$154K | 1.18% | 19 |
|
|
2024
Q4 | $1.59M | Buy |
53,137
+379
| +0.7% | +$11.3K | 1.1% | 23 |
|
|
2024
Q3 | $1.58M | Buy |
52,758
+1,393
| +3% | +$41.8K | 1.11% | 22 |
|
|
2024
Q2 | $1.53M | Buy |
51,365
+5,592
| +12% | +$166K | 1.15% | 24 |
|
|
2024
Q1 | $1.36M | Sell |
45,773
-4,091
| -8% | -$122K | 1.13% | 24 |
|
|
2023
Q4 | $1.48M | Buy |
49,864
+13,312
| +36% | +$396K | 1.38% | 22 |
|
|
2023
Q3 | $1.07M | Sell |
36,552
-1,527
| -4% | -$44.8K | 1.15% | 21 |
|
|
2023
Q2 | $1.12M | Sell |
38,079
-2,071
| -5% | -$61K | 1.21% | 21 |
|
|
2023
Q1 | $1.19M | Sell |
40,150
-116,218
| -74% | -$3.44M | 1.31% | 19 |
|
|
2022
Q4 | $4.62M | Buy |
156,368
+84,289
| +117% | +$2.49M | 4.93% | 6 |
|
|
2022
Q3 | $2.1M | Buy |
72,079
+792
| +1% | +$23K | 2.76% | 12 |
|
|
2022
Q2 | $2.12M | Buy |
71,287
+3,656
| +5% | +$109K | 2.83% | 13 |
|
|
2022
Q1 | $2.03M | Buy |
67,631
+2,763
| +4% | +$82.9K | 2.39% | 14 |
|
|
2021
Q4 | $2M | Buy |
64,868
+3,232
| +5% | +$99.8K | 2.29% | 13 |
|
|
2021
Q3 | $1.92M | Buy |
61,636
+6,528
| +12% | +$204K | 2.28% | 15 |
|
|
2021
Q2 | $1.72M | Sell |
55,108
-2,831
| -5% | -$88.5K | 2.2% | 15 |
|
|
2021
Q1 | $1.81M | Buy |
57,939
+9,043
| +18% | +$283K | 2.28% | 14 |
|
|
2020
Q4 | $1.54M | Buy |
+48,896
| New | +$1.54M | 2.01% | 14 |
|