Lee Financial Group Hawaii’s SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-153,731
| Closed | -$4.63M | – | 29 |
|
|
2019
Q4 | $4.63M | Buy |
153,731
+6,242
| +4% | +$188K | 3.65% | 10 |
|
|
2019
Q3 | $4.44M | Buy |
147,489
+6,613
| +5% | +$199K | 3.96% | 8 |
|
|
2019
Q2 | $4.05M | Buy |
140,876
+128,518
| +1,040% | +$3.69M | 3.46% | 12 |
|
|
2019
Q1 | $335K | Buy |
12,358
+2,299
| +23% | +$62.3K | 0.31% | 27 |
|
|
2018
Q4 | $255K | Buy |
+10,059
| New | +$255K | 0.27% | 27 |
|