KWB Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-46,551
| Closed | -$1.36M | – | 125 |
|
|
2022
Q3 | $1.36M | Sell |
46,551
-472,483
| -91% | -$13.8M | 0.27% | 39 |
|
|
2022
Q2 | $15.4M | Sell |
519,034
-42,057
| -7% | -$1.25M | 2.97% | 9 |
|
|
2022
Q1 | $17.4M | Sell |
561,091
-3,053
| -0.5% | -$94.6K | 2.9% | 11 |
|
|
2021
Q4 | $17.5M | Buy |
564,144
+110,227
| +24% | +$3.41M | 2.9% | 11 |
|
|
2021
Q3 | $14.2M | Buy |
+453,917
| New | +$14.2M | 2.52% | 12 |
|