FNWA
Financial Network Wealth Advisors’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 | $308K | Sell |
10,206
-107
| -1% | -$3.23K | 0.37% | 54 |
|
2025
Q1 | $310K | Buy |
10,313
+2,699
| +35% | +$81.2K | 0.41% | 51 |
|
2024
Q4 | $227K | Sell |
7,614
-5,865
| -44% | -$175K | 0.42% | 50 |
|
2024
Q3 | $408K | Sell |
13,479
-1,417
| -10% | -$42.9K | 0.34% | 60 |
|
2024
Q2 | $443K | Sell |
14,896
-16,584
| -53% | -$493K | 0.33% | 70 |
|
2024
Q1 | $937K | Buy |
31,480
+1,420
| +5% | +$42.3K | 0.93% | 33 |
|
2023
Q4 | $895K | Buy |
+30,060
| New | +$895K | 0.95% | 26 |
|