LWS
Lucia Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-10,956
| Closed | -$331K | – | 194 |
|
|
2020
Q1 | $331K | Sell |
10,956
-6,640
| -38% | -$201K | 0.11% | 120 |
|
|
2019
Q4 | $543K | Sell |
17,596
-1,018
| -5% | -$31.4K | 0.17% | 89 |
|
|
2019
Q3 | $574K | Sell |
18,614
-1,073
| -5% | -$33.1K | 0.19% | 81 |
|
|
2019
Q2 | $606K | Sell |
19,687
-37,027
| -65% | -$1.14M | 0.21% | 76 |
|
|
2019
Q1 | $1.73M | Buy |
56,714
+6,536
| +13% | +$200K | 0.59% | 37 |
|
|
2018
Q4 | $1.51M | Sell |
50,178
-15,021
| -23% | -$453K | 0.71% | 34 |
|
|
2018
Q3 | $1.97M | Buy |
+65,199
| New | +$1.97M | 0.61% | 38 |
|