LWMG
Levy Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $3.86M | Buy |
129,944
+42,685
| +49% | +$1.27M | 0.99% | 17 |
|
|
2024
Q1 | $2.6M | Hold |
87,259
| – | – | 0.73% | 19 |
|
|
2023
Q4 | $2.6M | Buy |
87,259
+6,735
| +8% | +$201K | 0.73% | 19 |
|
|
2023
Q3 | $2.36M | Sell |
80,524
-243
| -0.3% | -$7.13K | 0.73% | 20 |
|
|
2023
Q2 | $2.38M | Sell |
80,767
-8,153
| -9% | -$240K | 0.7% | 21 |
|
|
2023
Q1 | $2.63M | Sell |
88,920
-1,865
| -2% | -$55.3K | 0.81% | 19 |
|
|
2022
Q4 | $2.67M | Buy |
90,785
+10,441
| +13% | +$307K | 0.89% | 19 |
|
|
2022
Q3 | $2.35M | Buy |
80,344
+62,734
| +356% | +$1.83M | 1.01% | 16 |
|
|
2022
Q2 | $524K | Buy |
+17,610
| New | +$524K | 0.24% | 40 |
|