Octavia Wealth Advisors’s SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $285K | Hold |
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|
2024
Q4 | $282K | Hold |
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|
2024
Q3 | $286K | Hold |
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|
2024
Q2 | $281K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $281K | Sell |
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|
2023
Q3 | $287K | Sell |
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|
2023
Q2 | $292K | Buy |
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|
2023
Q1 | $216K | Sell |
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|
2022
Q4 | $383K | Sell |
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|
2022
Q3 | $471K | Sell |
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|
2022
Q2 | $486K | Sell |
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|
2022
Q1 | $505K | Sell |
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|
2021
Q4 | $526K | Buy |
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|
2021
Q3 | $489K | Hold |
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|
2021
Q2 | $490K | Sell |
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|
2021
Q1 | $541K | Buy |
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|
2020
Q4 | $539K | Buy |
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