Householder Group Estate & Retirement Specialist’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
Q4 | $101K | Buy |
3,559
+41
| +1% | +$1.16K | 0.08% | 150 |
|
|
2024
Q3 | $105K | Buy |
3,518
+33
| +0.9% | +$985 | 0.03% | 347 |
|
|
2024
Q2 | $100K | Buy |
3,485
+117
| +3% | +$3.36K | 0.03% | 352 |
|
|
2024
Q1 | $98.1K | Sell |
3,368
-478
| -12% | -$13.9K | 0.03% | 348 |
|
|
2023
Q4 | $113K | Buy |
3,846
+157
| +4% | +$4.61K | 0.04% | 316 |
|
|
2023
Q3 | $102K | Buy |
+3,689
| New | +$102K | 0.04% | 311 |
|
|
2023
Q1 | $91K | Buy |
+3,112
| New | +$91K | 0.03% | 325 |
|
|
2022
Q4 | – | Sell |
-638
| Closed | -$17K | – | 1010 |
|
|
2022
Q3 | $17K | Buy |
+638
| New | +$17K | 0.01% | 617 |
|