Regal 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-13,455
| Closed | -$401K | – | 603 |
|
|
2024
Q1 | $401K | Sell |
13,455
-9,932
| -42% | -$296K | 0.03% | 401 |
|
|
2023
Q4 | $696K | Sell |
23,387
-2,301
| -9% | -$68.5K | 0.05% | 276 |
|
|
2023
Q3 | $753K | Sell |
25,688
-1,443
| -5% | -$42.3K | 0.06% | 234 |
|
|
2023
Q2 | $799K | Buy |
27,131
+141
| +0.5% | +$4.15K | 0.07% | 222 |
|
|
2023
Q1 | $800K | Buy |
26,990
+1,042
| +4% | +$30.9K | 0.07% | 217 |
|
|
2022
Q4 | $762K | Buy |
+25,948
| New | +$762K | 0.07% | 216 |
|