J.W. Cole Advisors’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 | – | Sell |
-9,814
| Closed | -$295K | – | 992 |
|
|
2024
Q3 | $295K | Buy |
+9,814
| New | +$295K | 0.01% | 779 |
|
|
2024
Q2 | – | Sell |
-34,552
| Closed | -$1.01M | – | 943 |
|
|
2024
Q1 | $1.01M | Buy |
+34,552
| New | +$1.01M | 0.05% | 340 |
|
|
2023
Q3 | – | Sell |
-115,094
| Closed | -$3.32M | – | 791 |
|
|
2023
Q2 | $3.32M | Buy |
+115,094
| New | +$3.32M | 0.24% | 103 |
|