MWPCG
Measured Wealth Private Client Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-6,750
| Closed | -$208K | – | 194 |
|
|
2019
Q2 | $208K | Hold |
6,750
| – | – | 0.12% | 179 |
|
|
2019
Q1 | $206K | Buy |
+6,750
| New | +$206K | 0.13% | 168 |
|
|
2018
Q4 | – | Sell |
-5,950
| Closed | -$180K | – | 614 |
|
|
2018
Q3 | $180K | Buy |
+5,950
| New | +$180K | 0.11% | 156 |
|