Kelly Financial Services’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
Q2 | – | Sell |
-1,125
| Closed | -$33.5K | – | 821 |
|
2024
Q1 | $33.5K | Buy |
1,125
+207
| +23% | +$6.17K | 0.01% | 267 |
|
2023
Q4 | $27.4K | Buy |
918
+894
| +3,725% | +$26.6K | 0.01% | 265 |
|
2023
Q3 | $695 | Sell |
24
-1,968
| -99% | -$57K | ﹤0.01% | 659 |
|
2023
Q2 | $58.7K | Buy |
1,992
+18
| +0.9% | +$530 | 0.03% | 171 |
|
2023
Q1 | $58.5K | Buy |
1,974
+1,237
| +168% | +$36.7K | 0.03% | 169 |
|
2022
Q4 | $21.7K | Buy |
737
+30
| +4% | +$881 | 0.01% | 259 |
|
2022
Q3 | $20.7K | Buy |
+707
| New | +$20.7K | 0.01% | 257 |
|