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Lucia Wealth Services’s SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Lucia Wealth Services’s Portfolio SPLB Stock Details SPLB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$970K Sell
30,535
-2,350
-7% -$74.7K 0.23% 77
2020
Q2 		$1.04M Buy
32,885
+10,590
+47% +$336K 0.28% 63
2020
Q1 		$635K Buy
+22,295
New +$635K 0.21% 88