KSWA
Kathleen S. Wright Associates’s SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Sell |
44,786
-1,481
| -3% | -$43.3K | 0.51% | 41 |
|
|
2025
Q1 | $1.34M | Sell |
46,267
-4,245
| -8% | -$123K | 0.56% | 36 |
|
|
2024
Q4 | $1.45M | Buy |
50,512
+2,938
| +6% | +$84.1K | 0.6% | 36 |
|
|
2024
Q3 | $1.43M | Buy |
47,574
+10,585
| +29% | +$318K | 0.59% | 37 |
|
|
2024
Q2 | $1.06M | Sell |
36,989
-705
| -2% | -$20.2K | 0.49% | 44 |
|
|
2024
Q1 | $1.1M | Buy |
37,694
+762
| +2% | +$22.2K | 0.52% | 42 |
|
|
2023
Q4 | $1.09M | Buy |
36,932
+10,387
| +39% | +$305K | 0.55% | 40 |
|
|
2023
Q3 | $732K | Buy |
26,545
+5,907
| +29% | +$163K | 0.41% | 56 |
|
|
2023
Q2 | $596K | Buy |
20,638
+732
| +4% | +$21.1K | 0.38% | 55 |
|
|
2023
Q1 | $582K | Buy |
19,906
+2,840
| +17% | +$83.1K | 0.38% | 57 |
|
|
2022
Q4 | $484K | Buy |
17,066
+6,796
| +66% | +$193K | 0.33% | 65 |
|
|
2022
Q3 | $285K | Buy |
10,270
+2,015
| +24% | +$55.9K | 0.23% | 73 |
|
|
2022
Q2 | $244K | Buy |
8,255
+4,260
| +107% | +$126K | 0.21% | 71 |
|
|
2022
Q1 | $128K | Buy |
3,995
+3,013
| +307% | +$96.5K | 0.09% | 90 |
|
|
2021
Q4 | $34K | Buy |
+982
| New | +$34K | 0.03% | 112 |
|