Oak Harbor Wealth Partners’s SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.6K | Hold |
484
| – | – | ﹤0.01% | 227 |
|
|
2025
Q1 | $14.6K | Hold |
484
| – | – | ﹤0.01% | 234 |
|
|
2024
Q4 | $14.5K | Sell |
484
-1,000
| -67% | -$29.9K | ﹤0.01% | 211 |
|
|
2024
Q3 | $44.9K | Hold |
1,484
| – | – | 0.01% | 192 |
|
|
2024
Q2 | $44.1K | Hold |
1,484
| – | – | 0.01% | 187 |
|
|
2024
Q1 | $44.2K | Hold |
1,484
| – | – | 0.01% | 195 |
|
|
2023
Q4 | $44.2K | Hold |
1,484
| – | – | 0.01% | 193 |
|
|
2023
Q3 | $43.5K | Hold |
1,484
| – | – | 0.02% | 188 |
|
|
2023
Q2 | $43.7K | Hold |
1,484
| – | – | 0.01% | 194 |
|
|
2023
Q1 | $44K | Hold |
1,484
| – | – | 0.02% | 188 |
|
|
2022
Q4 | $43.6K | Hold |
1,484
| – | – | 0.02% | 181 |
|
|
2022
Q3 | $43K | Sell |
1,484
-900
| -38% | -$26.1K | 0.02% | 175 |
|
|
2022
Q2 | $71K | Hold |
2,384
| – | – | 0.03% | 170 |
|
|
2022
Q1 | $72K | Hold |
2,384
| – | – | 0.02% | 184 |
|
|
2021
Q4 | $74K | Buy |
+2,384
| New | +$74K | 0.03% | 189 |
|