Great Point Wealth Advisors’s SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $222K | Sell |
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|
2023
Q4 | $9.16M | Sell |
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|
2023
Q3 | $9.63M | Buy |
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|
2023
Q2 | $8.96M | Sell |
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|
2023
Q1 | $9.63M | Sell |
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|
2022
Q4 | $9.76M | Buy |
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|
2022
Q3 | $9.16M | Buy |
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|
2022
Q2 | $8.22M | Sell |
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|
2022
Q1 | $17.7M | Sell |
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|
2021
Q4 | $19.7M | Sell |
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|
2021
Q3 | $20.7M | Buy |
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|
2021
Q2 | $20M | Buy |
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|
2021
Q1 | $19.3M | Buy |
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|
2020
Q4 | $9M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.33M | Sell |
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|
2019
Q4 | $27.3M | Buy |
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|
2019
Q3 | $25.5M | Buy |
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|
2019
Q2 | $12.9M | Buy |
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|
2019
Q1 | $12.2M | Buy |
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|
2018
Q4 | $11.6M | Buy |
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