MWM
MTC 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-214,503
| Closed | -$6.38M | – | 13 |
|
|
2022
Q2 | $6.38M | Sell |
214,503
-103,182
| -32% | -$3.07M | 3.4% | 10 |
|
|
2022
Q1 | $9.57M | Buy |
317,685
+38,825
| +14% | +$1.17M | 3.27% | 10 |
|
|
2021
Q4 | $8.64M | Buy |
278,860
+11,775
| +4% | +$365K | 3.11% | 10 |
|
|
2021
Q3 | $8.35M | Buy |
267,085
+13,302
| +5% | +$416K | 3.2% | 10 |
|
|
2021
Q2 | $7.94M | Buy |
253,783
+12,645
| +5% | +$396K | 6.84% | 5 |
|
|
2021
Q1 | $7.55M | Buy |
+241,138
| New | +$7.55M | 3.2% | 10 |
|