OWA
Outlook Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-92,106
| Closed | -$2.71M | – | 214 |
|
|
2023
Q2 | $2.71M | Sell |
92,106
-4,048
| -4% | -$119K | 1.03% | 25 |
|
|
2023
Q1 | $2.85M | Sell |
96,154
-6,989
| -7% | -$207K | 1.27% | 19 |
|
|
2022
Q4 | $3.03M | Sell |
103,143
-2,806
| -3% | -$82.4K | 1.44% | 13 |
|
|
2022
Q3 | $3.1M | Sell |
105,949
-3,388
| -3% | -$99K | 1.39% | 16 |
|
|
2022
Q2 | $3.25M | Buy |
+109,337
| New | +$3.25M | 1.33% | 17 |
|
|
2021
Q2 | – | Sell |
-5,651
| Closed | -$177K | – | 223 |
|
|
2021
Q1 | $177K | Buy |
+5,651
| New | +$177K | 0.06% | 184 |
|
|
2020
Q2 | – | Sell |
-6,738
| Closed | -$204K | – | 178 |
|
|
2020
Q1 | $204K | Buy |
+6,738
| New | +$204K | 0.12% | 146 |
|