Keener Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Sell |
7,508
-1,142
| -13% | -$34.4K | 0.11% | 47 |
|
|
2025
Q1 | $260K | Sell |
8,650
-213
| -2% | -$6.4K | 0.17% | 34 |
|
|
2024
Q4 | $264K | Buy |
8,863
+886
| +11% | +$26.4K | 0.16% | 37 |
|
|
2024
Q3 | $241K | Buy |
7,977
+4,695
| +143% | +$142K | 0.16% | 38 |
|
|
2024
Q2 | $97K | Buy |
3,282
+936
| +40% | +$27.7K | 0.06% | 63 |
|
|
2024
Q1 | $70K | Buy |
2,346
+971
| +71% | +$29K | 0.05% | 81 |
|
|
2023
Q4 | $41K | Buy |
+1,375
| New | +$41K | 0.03% | 104 |
|