LMKC
L.M. Kohn & Company’s SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10,884
| Closed | -$320K | – | 235 |
|
|
2022
Q4 | $320K | Buy |
10,884
+3,960
| +57% | +$116K | 0.15% | 148 |
|
|
2022
Q3 | $203K | Buy |
+6,924
| New | +$203K | 0.1% | 196 |
|
|
2022
Q2 | – | Sell |
-7,293
| Closed | -$220K | – | 252 |
|
|
2022
Q1 | $220K | Buy |
+7,293
| New | +$220K | 0.08% | 223 |
|