Elwood & Goetz Wealth Advisory Group’s SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,926
| Closed | -$235K | – | 107 |
|
|
2024
Q2 | $235K | Sell |
7,926
-83,600
| -91% | -$2.48M | 0.07% | 74 |
|
|
2024
Q1 | $2.72M | Sell |
91,526
-203,768
| -69% | -$6.07M | 0.66% | 21 |
|
|
2023
Q4 | $8.79M | Buy |
295,294
+1,690
| +0.6% | +$50.3K | 1.86% | 14 |
|
|
2023
Q3 | $8.61M | Sell |
293,604
-31,880
| -10% | -$935K | 2% | 13 |
|
|
2023
Q2 | $9.58M | Buy |
325,484
+2,193
| +0.7% | +$64.6K | 2.18% | 13 |
|
|
2023
Q1 | $9.58M | Buy |
323,291
+43,101
| +15% | +$1.28M | 2.29% | 13 |
|
|
2022
Q4 | $8.23M | Buy |
280,190
+19,745
| +8% | +$580K | 2.51% | 12 |
|
|
2022
Q3 | $7.61M | Sell |
260,445
-68,803
| -21% | -$2.01M | 2.57% | 12 |
|
|
2022
Q2 | $9.79M | Buy |
+329,248
| New | +$9.79M | 3.27% | 11 |
|