GWAG
Garrett Wealth Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-101,606
| Closed | -$2.99M | – | 59 |
|
|
2023
Q2 | $2.99M | Buy |
101,606
+3,412
| +3% | +$100K | 1.33% | 16 |
|
|
2023
Q1 | $2.91M | Buy |
98,194
+3,141
| +3% | +$93.1K | 1.42% | 16 |
|
|
2022
Q4 | $2.79M | Buy |
95,053
+1,498
| +2% | +$44K | 1.43% | 15 |
|
|
2022
Q3 | $2.73M | Buy |
93,555
+7,265
| +8% | +$212K | 1.53% | 15 |
|
|
2022
Q2 | $2.57M | Buy |
86,290
+19,746
| +30% | +$587K | 1.4% | 16 |
|
|
2022
Q1 | $2.01M | Buy |
66,544
+31,728
| +91% | +$956K | 1.03% | 20 |
|
|
2021
Q4 | $1.08M | Buy |
+34,816
| New | +$1.08M | 0.52% | 26 |
|