KMG Fiduciary Partners’s SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,883
| Closed | -$284K | – | 213 |
|
|
2022
Q1 | $284K | Sell |
8,883
-4,667
| -34% | -$149K | 0.05% | 181 |
|
|
2021
Q4 | $472K | Hold |
13,550
| – | – | 0.07% | 141 |
|
|
2021
Q3 | $476K | Hold |
13,550
| – | – | 0.08% | 133 |
|
|
2021
Q2 | $480K | Sell |
13,550
-2,400
| -15% | -$85K | 0.08% | 135 |
|
|
2021
Q1 | $549K | Buy |
15,950
+1,218
| +8% | +$41.9K | 0.11% | 122 |
|
|
2020
Q4 | $530K | Hold |
14,732
| – | – | 0.11% | 118 |
|
|
2020
Q3 | $522K | Sell |
14,732
-2,277
| -13% | -$80.7K | 0.13% | 110 |
|
|
2020
Q2 | $599K | Buy |
+17,009
| New | +$599K | 0.17% | 87 |
|