Peterson Wealth Management’s SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-14,937
| Closed | -$353K | – | 70 |
|
|
2023
Q1 | $353K | Buy |
14,937
+99
| +0.7% | +$2.34K | 0.34% | 48 |
|
|
2022
Q4 | $333K | Buy |
14,838
+2,185
| +17% | +$49.1K | 0.34% | 46 |
|
|
2022
Q3 | $275K | Buy |
12,653
+3,558
| +39% | +$77.3K | 0.26% | 51 |
|
|
2022
Q2 | $219K | Sell |
9,095
-176,866
| -95% | -$4.26M | 0.28% | 45 |
|
|
2022
Q1 | $5.17M | Sell |
185,961
-92,488
| -33% | -$2.57M | 3.47% | 9 |
|
|
2021
Q4 | $8.77M | Buy |
278,449
+12,651
| +5% | +$398K | 5.85% | 3 |
|
|
2021
Q3 | $8.34M | Sell |
265,798
-2,788
| -1% | -$87.4K | 6.46% | 3 |
|
|
2021
Q2 | $8.54M | Buy |
268,586
+13,659
| +5% | +$434K | 6.66% | 2 |
|
|
2021
Q1 | $7.69M | Buy |
254,927
+30,429
| +14% | +$918K | 6.53% | 4 |
|
|
2020
Q4 | $7.43M | Buy |
224,498
+5,597
| +3% | +$185K | 6.03% | 6 |
|
|
2020
Q3 | $6.96M | Buy |
218,901
+31,159
| +17% | +$990K | 6.16% | 6 |
|
|
2020
Q2 | $5.95M | Buy |
187,742
+6,407
| +4% | +$203K | 5.91% | 5 |
|
|
2020
Q1 | $5.16M | Sell |
181,335
-6,761
| -4% | -$193K | 6.29% | 3 |
|
|
2019
Q4 | $5.71M | Buy |
+188,096
| New | +$5.71M | 5.19% | 7 |
|