JWM
Jackson Wealth Management’s SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-102,136
| Closed | -$3.16M | – | 158 |
|
|
2019
Q4 | $3.16M | Buy |
102,136
+6,027
| +6% | +$186K | 0.52% | 56 |
|
|
2019
Q3 | $2.97M | Sell |
96,109
-148,590
| -61% | -$4.59M | 0.62% | 47 |
|
|
2019
Q2 | $7.51M | Sell |
244,699
-6,720
| -3% | -$206K | 1.63% | 14 |
|
|
2019
Q1 | $7.68M | Sell |
251,419
-95,641
| -28% | -$2.92M | 1.88% | 13 |
|
|
2018
Q4 | $10.5M | Buy |
347,060
+42,137
| +14% | +$1.27M | 3.14% | 7 |
|
|
2018
Q3 | $9.2M | Sell |
304,923
-11,572
| -4% | -$349K | 1.94% | 13 |
|
|
2018
Q2 | $9.55M | Buy |
316,495
+156,410
| +98% | +$4.72M | 2.22% | 12 |
|
|
2018
Q1 | $4.83M | Buy |
160,085
+27,841
| +21% | +$840K | 1.35% | 22 |
|
|
2017
Q4 | $4.02M | Buy |
+132,244
| New | +$4.02M | 1.02% | 28 |
|