Fonville Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Sell |
41,821
-2,667
| -6% | -$80.5K | 0.32% | 54 |
|
|
2025
Q1 | $1.34M | Sell |
44,488
-2,103
| -5% | -$63.3K | 0.39% | 49 |
|
|
2024
Q4 | $1.39M | Sell |
46,591
-305
| -0.7% | -$9.11K | 0.46% | 46 |
|
|
2024
Q3 | $1.42M | Sell |
46,896
-1,290
| -3% | -$39.1K | 0.49% | 46 |
|
|
2024
Q2 | $1.43M | Buy |
48,186
+1,316
| +3% | +$39.1K | 0.57% | 44 |
|
|
2024
Q1 | $1.4M | Buy |
46,870
+112
| +0.2% | +$3.33K | 0.62% | 44 |
|
|
2023
Q4 | $1.39M | Buy |
+46,758
| New | +$1.39M | 0.74% | 43 |
|