Mutual Advisors’s SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-96,224
| Closed | -$2.83M | – | 1127 |
|
2023
Q4 | $2.83M | Buy |
96,224
+67,779
| +238% | +$1.99M | 0.1% | 204 |
|
2023
Q3 | $785K | Buy |
28,445
+8,667
| +44% | +$239K | 0.03% | 482 |
|
2023
Q2 | $571K | Buy |
19,778
+10,324
| +109% | +$298K | 0.02% | 599 |
|
2023
Q1 | $277K | Sell |
9,454
-20,512
| -68% | -$600K | 0.01% | 802 |
|
2022
Q4 | $850K | Buy |
+29,966
| New | +$850K | 0.04% | 452 |
|
2022
Q3 | – | Sell |
-7,457
| Closed | -$221K | – | 917 |
|
2022
Q2 | $221K | Buy |
+7,457
| New | +$221K | 0.01% | 764 |
|