MWM
Marion Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $488K | Sell |
16,152
-295
| -2% | -$8.91K | 0.12% | 93 |
|
|
2025
Q1 | $495K | Sell |
16,447
-1,980
| -11% | -$59.6K | 0.13% | 89 |
|
|
2024
Q4 | $550K | Buy |
18,427
+304
| +2% | +$9.08K | 0.15% | 89 |
|
|
2024
Q3 | $549K | Buy |
18,123
+4
| +0% | +$121 | 0.15% | 87 |
|
|
2024
Q2 | $538K | Buy |
18,119
+4
| +0% | +$119 | 0.16% | 87 |
|
|
2024
Q1 | $539K | Sell |
18,115
-865
| -5% | -$25.8K | 0.16% | 86 |
|
|
2023
Q4 | $565K | Sell |
18,980
-43,071
| -69% | -$1.28M | 0.18% | 81 |
|
|
2023
Q3 | $1.82M | Sell |
62,051
-9,423
| -13% | -$276K | 0.64% | 39 |
|
|
2023
Q2 | $2.1M | Sell |
71,474
-1,925
| -3% | -$56.7K | 0.75% | 33 |
|
|
2023
Q1 | $2.17M | Sell |
73,399
-14,381
| -16% | -$426K | 0.81% | 27 |
|
|
2022
Q4 | $2.58M | Sell |
87,780
-486,851
| -85% | -$14.3M | 1.09% | 23 |
|
|
2022
Q3 | $16.8M | Buy |
574,631
+20,621
| +4% | +$603K | 8.62% | 2 |
|
|
2022
Q2 | $16.5M | Buy |
554,010
+222,980
| +67% | +$6.63M | 8.63% | 2 |
|
|
2022
Q1 | $9.97M | Buy |
331,030
+3,979
| +1% | +$120K | 4.87% | 2 |
|
|
2021
Q4 | $10.1M | Buy |
+327,051
| New | +$10.1M | 4.8% | 2 |
|