Householder Group Estate & Retirement Specialist’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
2024
Q4
$15K Sell
518
-1,515
-75% -$43.9K 0.01% 322
2024
Q3
$61K Sell
2,033
-2,468
-55% -$74.1K 0.02% 450
2024
Q2
$133K Sell
4,501
-5,039
-53% -$149K 0.04% 300
2024
Q1
$284K Buy
9,540
+8,446
+772% +$251K 0.08% 195
2023
Q4
$32K Buy
1,094
+38
+4% +$1.11K 0.01% 550
2023
Q3
$31K Buy
+1,056
New +$31K 0.01% 546
2023
Q1
$68K Buy
+2,294
New +$68K 0.03% 378
2022
Q4
Sell
-13,428
Closed -$392K 1026
2022
Q3
$392K Buy
13,428
+46
+0.3% +$1.34K 0.16% 132
2022
Q2
$398K Buy
13,382
+33
+0.2% +$981 0.18% 132
2022
Q1
$402K Buy
13,349
+16
+0.1% +$482 0.16% 135
2021
Q4
$413K Buy
+13,333
New +$413K 0.15% 139