KWS
Keystone Wealth Services’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 | $996K | Sell |
34,085
-4,535
| -12% | -$133K | 0.24% | 101 |
|
|
2025
Q1 | $1.12M | Sell |
38,620
-21,638
| -36% | -$628K | 0.3% | 79 |
|
|
2024
Q4 | $1.73M | Sell |
60,258
-4,069
| -6% | -$117K | 0.46% | 49 |
|
|
2024
Q3 | $1.93M | Sell |
64,327
-2,774
| -4% | -$83.3K | 0.53% | 41 |
|
|
2024
Q2 | $1.93M | Sell |
67,101
-16,662
| -20% | -$478K | 0.6% | 41 |
|
|
2024
Q1 | $2.44M | Buy |
83,763
+4,504
| +6% | +$131K | 0.79% | 28 |
|
|
2023
Q4 | $2.33M | Buy |
79,259
+19,140
| +32% | +$563K | 0.8% | 29 |
|
|
2023
Q3 | $1.66M | Buy |
60,119
+7,036
| +13% | +$194K | 0.63% | 39 |
|
|
2023
Q2 | $1.53M | Buy |
53,083
+8,518
| +19% | +$246K | 0.57% | 41 |
|
|
2023
Q1 | $1.3M | Buy |
44,565
+9,189
| +26% | +$269K | 0.53% | 44 |
|
|
2022
Q4 | $1M | Buy |
+35,376
| New | +$1M | 0.44% | 53 |
|