McKinley Carter Wealth Services’s SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,983
| Closed | -$251K | – | 300 |
|
|
2021
Q4 | $251K | Sell |
7,983
-2,187
| -22% | -$68.8K | 0.02% | 262 |
|
|
2021
Q3 | $319K | Sell |
10,170
-1,545
| -13% | -$48.5K | 0.03% | 236 |
|
|
2021
Q2 | $372K | Sell |
11,715
-7,707
| -40% | -$245K | 0.03% | 221 |
|
|
2021
Q1 | $586K | Buy |
19,422
+170
| +0.9% | +$5.13K | 0.05% | 172 |
|
|
2020
Q4 | $637K | Buy |
+19,252
| New | +$637K | 0.08% | 152 |
|