EWM
Evergreen 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-109,655
| Closed | -$3.22M | – | 56 |
|
|
2023
Q3 | $3.22M | Buy |
109,655
+1,870
| +2% | +$54.8K | 2.54% | 12 |
|
|
2023
Q2 | $3.17M | Buy |
107,785
+2,782
| +3% | +$81.9K | 2.49% | 13 |
|
|
2023
Q1 | $3.11M | Sell |
105,003
-10,613
| -9% | -$314K | 2.76% | 10 |
|
|
2022
Q4 | $3.35M | Buy |
+115,616
| New | +$3.35M | 3.08% | 8 |
|