LW
Linscomb Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-9,539
| Closed | -$291K | – | 263 |
|
|
2015
Q3 | $291K | Hold |
9,539
| – | – | 0.03% | 210 |
|
|
2015
Q2 | $292K | Hold |
9,539
| – | – | 0.03% | 227 |
|
|
2015
Q1 | $293K | Sell |
9,539
-743
| -7% | -$22.8K | 0.03% | 223 |
|
|
2014
Q4 | $314K | Hold |
10,282
| – | – | 0.03% | 215 |
|
|
2014
Q3 | $315K | Hold |
10,282
| – | – | 0.03% | 215 |
|
|
2014
Q2 | $317K | Sell |
10,282
-422
| -4% | -$13K | 0.03% | 217 |
|
|
2014
Q1 | $329K | Buy |
+10,704
| New | +$329K | 0.04% | 198 |
|