OPPS
Obsidian Personal Planning Solutions’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-7,375
| Closed | -$221K | – | 113 |
|
2024
Q4 | $221K | Buy |
+7,375
| New | +$221K | 0.11% | 94 |
|
2024
Q3 | – | Sell |
-352,475
| Closed | -$10.5M | – | 106 |
|
2024
Q2 | $10.5M | Buy |
352,475
+14,557
| +4% | +$432K | 6.39% | 3 |
|
2024
Q1 | $10M | Sell |
337,918
-65,064
| -16% | -$1.93M | 6.56% | 3 |
|
2023
Q4 | $12M | Buy |
402,982
+9,260
| +2% | +$276K | 9.13% | 1 |
|
2023
Q3 | $11.5M | Buy |
+393,722
| New | +$11.5M | 9.86% | 1 |
|