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 |
|