Golden State Equity Partners’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-51,288
| Closed | -$1.49M | – | 469 |
|
2025
Q1 | $1.49M | Sell |
51,288
-12,181
| -19% | -$354K | 0.29% | 86 |
|
2024
Q4 | $1.82M | Buy |
+63,469
| New | +$1.82M | 0.35% | 62 |
|
2024
Q3 | – | Sell |
-55,077
| Closed | -$1.58M | – | 895 |
|
2024
Q2 | $1.58M | Buy |
+55,077
| New | +$1.58M | 0.33% | 70 |
|
2023
Q4 | $1.66M | Buy |
56,338
+40,465
| +255% | +$1.19M | 0.4% | 61 |
|
2023
Q3 | $438K | Buy |
+15,873
| New | +$438K | 0.12% | 182 |
|