LifePlan Financial Group’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
Q3 | $569K | Buy |
17,895
+2,231
| +14% | +$70.9K | 0.25% | 72 |
|
|
2020
Q2 | $497K | Buy |
15,664
+583
| +4% | +$18.5K | 0.23% | 77 |
|
|
2020
Q1 | $429K | Sell |
15,081
-4,201
| -22% | -$120K | 0.23% | 73 |
|
|
2019
Q4 | $581K | Buy |
19,282
+398
| +2% | +$12K | 0.26% | 70 |
|
|
2019
Q3 | $568K | Buy |
18,884
+778
| +4% | +$23.4K | 0.27% | 67 |
|
|
2019
Q2 | $521K | Buy |
18,106
+2,178
| +14% | +$62.7K | 0.25% | 67 |
|
|
2019
Q1 | $432K | Buy |
15,928
+6,621
| +71% | +$180K | 0.23% | 74 |
|
|
2018
Q4 | $236K | Hold |
9,307
| – | – | 0.15% | 107 |
|
|
2018
Q3 | $244K | Buy |
9,307
+411
| +5% | +$10.8K | 0.13% | 110 |
|
|
2018
Q2 | $232K | Buy |
8,896
+551
| +7% | +$14.4K | 0.13% | 111 |
|
|
2018
Q1 | $228K | Buy |
+8,345
| New | +$228K | 0.13% | 105 |
|