Heritage Wealth Management (Arizona)’s SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $12K | Buy |
410
+205
| +100% | +$6.02K | ﹤0.01% | 747 |
|
|
2022
Q3 | $6K | Sell |
205
-29
| -12% | -$849 | ﹤0.01% | 740 |
|
|
2022
Q2 | $6.96K | Hold |
234
| – | – | ﹤0.01% | 722 |
|
|
2022
Q1 | $7K | Buy |
+234
| New | +$7K | ﹤0.01% | 765 |
|
|
2021
Q3 | $13K | Sell |
409
-47
| -10% | -$1.49K | ﹤0.01% | 627 |
|
|
2021
Q2 | $14K | Hold |
456
| – | – | 0.01% | 616 |
|
|
2021
Q1 | $14K | Buy |
+456
| New | +$14K | 0.01% | 543 |
|