Evensky & Katz’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-17,671
| Closed | -$554K | – | 81 |
|
|
2020
Q3 | $554K | Sell |
17,671
-108
| -0.6% | -$3.39K | 0.08% | 50 |
|
|
2020
Q2 | $557K | Sell |
17,779
-2,050
| -10% | -$64.2K | 0.08% | 50 |
|
|
2020
Q1 | $600K | Sell |
19,829
-169
| -0.8% | -$5.11K | 0.09% | 51 |
|
|
2019
Q4 | $616K | Buy |
19,998
+295
| +1% | +$9.09K | 0.09% | 48 |
|
|
2019
Q3 | $608K | Buy |
19,703
+5,886
| +43% | +$182K | 0.08% | 60 |
|
|
2019
Q2 | $425K | Buy |
13,817
+8,573
| +163% | +$264K | 0.06% | 64 |
|
|
2019
Q1 | $160K | Sell |
5,244
-105
| -2% | -$3.2K | 0.02% | 81 |
|
|
2018
Q4 | $161K | Sell |
5,349
-238
| -4% | -$7.16K | 0.03% | 57 |
|
|
2018
Q3 | $168K | Buy |
5,587
+1,809
| +48% | +$54.4K | 0.02% | 47 |
|
|
2018
Q2 | $113K | Sell |
3,778
-256
| -6% | -$7.66K | 0.02% | 46 |
|
|
2018
Q1 | $121K | Buy |
+4,034
| New | +$121K | 0.02% | 44 |
|