GeoWealth Management’s SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-925
| Closed | -$32K | – | 422 |
|
|
2021
Q4 | $32K | Sell |
925
-2,874
| -76% | -$99.4K | ﹤0.01% | 328 |
|
|
2021
Q3 | $133K | Sell |
3,799
-15,590
| -80% | -$546K | 0.01% | 311 |
|
|
2021
Q2 | $686K | Buy |
19,389
+254
| +1% | +$8.99K | 0.09% | 122 |
|
|
2021
Q1 | $659K | Sell |
19,135
-7,844
| -29% | -$270K | 0.1% | 104 |
|
|
2020
Q4 | $976K | Buy |
26,979
+11,133
| +70% | +$403K | 0.16% | 110 |
|
|
2020
Q3 | $561K | Buy |
15,846
+8,598
| +119% | +$304K | 0.17% | 94 |
|
|
2020
Q2 | $255K | Buy |
+7,248
| New | +$255K | 0.11% | 133 |
|