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Lyell Wealth Management’s SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Lyell Wealth Management’s Portfolio SPSB Stock Details SPSB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-8,804
Closed -$270K – 111
2017
Q3 		$270K Hold
8,804
– – 0.12% 96
2017
Q2 		$270K Hold
8,804
– – 0.13% 91
2017
Q1 		$269K Hold
8,804
– – 0.15% 88
2016
Q4 		$269K Buy
+8,804
New +$269K 0.17% 84