Gladstone Institutional Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,093
| Closed | -$209K | – | 707 |
|
|
2023
Q4 | $209K | Sell |
7,093
-19,225
| -73% | -$565K | 0.01% | 624 |
|
|
2023
Q3 | $726K | Sell |
26,318
-468
| -2% | -$12.9K | 0.05% | 321 |
|
|
2023
Q2 | $773K | Buy |
26,786
+911
| +4% | +$26.3K | 0.05% | 321 |
|
|
2023
Q1 | $757K | Buy |
25,875
+18,543
| +253% | +$542K | 0.05% | 337 |
|
|
2022
Q4 | $208K | Buy |
+7,332
| New | +$208K | 0.01% | 590 |
|