Financial Life Advisors’s SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-21,787
| Closed | -$625K | – | 55 |
|
|
2024
Q2 | $625K | Sell |
21,787
-21,610
| -50% | -$620K | 0.25% | 29 |
|
|
2024
Q1 | $1.26M | Sell |
43,397
-30,910
| -42% | -$900K | 0.53% | 24 |
|
|
2023
Q4 | $2.19M | Sell |
74,307
-7,517
| -9% | -$221K | 0.94% | 20 |
|
|
2023
Q3 | $2.26M | Sell |
81,824
-2,546
| -3% | -$70.2K | 0.97% | 20 |
|
|
2023
Q2 | $2.44M | Sell |
84,370
-9,393
| -10% | -$271K | 1.02% | 20 |
|
|
2023
Q1 | $2.74M | Buy |
+93,763
| New | +$2.74M | 1.18% | 24 |
|