National Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $752K | Buy |
25,907
+5,373
| +26% | +$156K | 0.49% | 47 |
|
|
2024
Q4 | $588K | Buy |
20,534
+2,276
| +12% | +$65.2K | 0.39% | 57 |
|
|
2024
Q3 | $548K | Buy |
18,258
+2,817
| +18% | +$84.6K | 0.37% | 65 |
|
|
2024
Q2 | $443K | Buy |
15,441
+2,522
| +20% | +$72.4K | 0.34% | 68 |
|
|
2024
Q1 | $376K | Sell |
12,919
-1,258
| -9% | -$36.6K | 0.29% | 90 |
|
|
2023
Q4 | $417K | Buy |
14,177
+3,294
| +30% | +$96.9K | 0.4% | 75 |
|
|
2023
Q3 | $300K | Buy |
10,883
+253
| +2% | +$6.98K | 0.33% | 95 |
|
|
2023
Q2 | $302K | Buy |
+10,630
| New | +$302K | 0.31% | 93 |
|