Lake Point Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $2K | Hold |
66
| – | – | ﹤0.01% | 338 |
|
2022
Q1 | $2K | Hold |
66
| – | – | ﹤0.01% | 346 |
|
2021
Q4 | $2K | Hold |
66
| – | – | ﹤0.01% | 350 |
|
2021
Q3 | $2K | Hold |
66
| – | – | ﹤0.01% | 332 |
|
2021
Q2 | $2K | Buy |
+66
| New | +$2K | ﹤0.01% | 346 |
|
2020
Q1 | $2K | Hold |
66
| – | – | ﹤0.01% | 273 |
|
2019
Q4 | $2K | Buy |
+66
| New | +$2K | ﹤0.01% | 511 |
|
2019
Q2 | $6K | Hold |
198
| – | – | ﹤0.01% | 405 |
|
2019
Q1 | $6K | Sell |
198
-15,640
| -99% | -$474K | ﹤0.01% | 405 |
|
2018
Q4 | $477K | Buy |
+15,838
| New | +$477K | 0.18% | 87 |
|