Perennial Investment Advisors’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
2023
Q4
Sell
-8,169
Closed -$240K 343
2023
Q3
$240K Sell
8,169
-503
-6% -$14.8K 0.04% 268
2023
Q2
$255K Sell
8,672
-5,375
-38% -$158K 0.04% 270
2023
Q1
$416K Buy
+14,047
New +$416K 0.08% 198