PWM
Purus Wealth Management’s SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,374
| Closed | -$257K | – | 126 |
|
|
2021
Q4 | $257K | Sell |
7,374
-3,459
| -32% | -$121K | 0.16% | 100 |
|
|
2021
Q3 | $380K | Sell |
10,833
-3,520
| -25% | -$123K | 0.26% | 64 |
|
|
2021
Q2 | $508K | Sell |
14,353
-489
| -3% | -$17.3K | 0.37% | 56 |
|
|
2021
Q1 | $511K | Buy |
14,842
+258
| +2% | +$8.88K | 0.43% | 52 |
|
|
2020
Q4 | $528K | Buy |
+14,584
| New | +$528K | 0.47% | 46 |
|