FW
FirstPurpose Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $799K | Sell |
27,046
-73
| -0.3% | -$2.16K | 0.29% | 67 |
|
|
2023
Q4 | $808K | Sell |
27,119
-8,970
| -25% | -$267K | 0.31% | 59 |
|
|
2023
Q3 | $1.06M | Buy |
36,089
+2,075
| +6% | +$60.8K | 0.46% | 37 |
|
|
2023
Q2 | $1M | Sell |
34,014
-1,424
| -4% | -$41.9K | 0.43% | 41 |
|
|
2023
Q1 | $1.05M | Buy |
35,438
+9,503
| +37% | +$282K | 0.52% | 34 |
|
|
2022
Q4 | $762K | Sell |
25,935
-6,587
| -20% | -$194K | 0.43% | 40 |
|
|
2022
Q3 | $950K | Buy |
32,522
+1,505
| +5% | +$44K | 0.63% | 26 |
|
|
2022
Q2 | $922K | Buy |
31,017
+3,838
| +14% | +$114K | 0.62% | 28 |
|
|
2022
Q1 | $819K | Buy |
27,179
+15,538
| +133% | +$468K | 0.64% | 31 |
|
|
2021
Q4 | $361K | Buy |
+11,641
| New | +$361K | 0.23% | 83 |
|