FPWM
FSB Premier 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-25,903
| Closed | -$802K | – | 450 |
|
|
2021
Q4 | $802K | Buy |
25,903
+349
| +1% | +$10.8K | 0.33% | 53 |
|
|
2021
Q3 | $798K | Buy |
25,554
+2,690
| +12% | +$84K | 0.4% | 44 |
|
|
2021
Q2 | $715K | Sell |
22,864
-668
| -3% | -$20.9K | 0.37% | 48 |
|
|
2021
Q1 | $736K | Buy |
23,532
+5,991
| +34% | +$187K | 0.4% | 49 |
|
|
2020
Q4 | $550K | Buy |
+17,541
| New | +$550K | 0.29% | 64 |
|