PWG
Portside Wealth Group’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
Q2 | $2.03M | Buy |
67,189
+230
| +0.3% | +$6.94K | 0.3% | 76 |
|
2025
Q1 | $2.02M | Buy |
66,959
+1,728
| +3% | +$52K | 0.33% | 76 |
|
2024
Q4 | $1.95M | Buy |
65,231
+14,678
| +29% | +$438K | 0.32% | 73 |
|
2024
Q3 | $1.53M | Buy |
50,553
+5,587
| +12% | +$169K | 0.26% | 92 |
|
2024
Q2 | $1.34M | Sell |
44,966
-46,472
| -51% | -$1.38M | 0.25% | 95 |
|
2024
Q1 | $2.72M | Sell |
91,438
-8,254
| -8% | -$246K | 0.5% | 53 |
|
2023
Q4 | $2.97M | Sell |
99,692
-10,036
| -9% | -$299K | 0.55% | 47 |
|
2023
Q3 | $3.22M | Sell |
109,728
-1,834
| -2% | -$53.8K | 0.61% | 43 |
|
2023
Q2 | $3.28M | Buy |
+111,562
| New | +$3.28M | 0.61% | 43 |
|