Horst & Graben Wealth Management’s SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-6,546
| Closed | -$205K | – | 140 |
|
2021
Q3 | $205K | Sell |
6,546
-1,352
| -17% | -$42.3K | 0.06% | 127 |
|
2021
Q2 | $251K | Sell |
7,898
-14,982
| -65% | -$476K | 0.07% | 113 |
|
2021
Q1 | $690K | Sell |
22,880
-169,451
| -88% | -$5.11M | 0.22% | 61 |
|
2020
Q4 | $6.37M | Buy |
192,331
+71,266
| +59% | +$2.36M | 2.19% | 14 |
|
2020
Q3 | $3.85M | Buy |
121,065
+29,081
| +32% | +$924K | 1.49% | 16 |
|
2020
Q2 | $2.92M | Buy |
+91,984
| New | +$2.92M | 1.28% | 16 |
|