Ropes Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,152
| Closed | -$99K | – | 710 |
|
|
2020
Q4 | $99K | Sell |
3,152
-539
| -15% | -$16.9K | 0.02% | 314 |
|
|
2020
Q3 | $116K | Sell |
3,691
-144
| -4% | -$4.53K | 0.02% | 255 |
|
|
2020
Q2 | $120K | Sell |
3,835
-415
| -10% | -$13K | 0.02% | 240 |
|
|
2020
Q1 | $129K | Buy |
4,250
+680
| +19% | +$20.6K | 0.03% | 209 |
|
|
2019
Q4 | $110K | Sell |
3,570
-360
| -9% | -$11.1K | 0.02% | 264 |
|
|
2019
Q3 | $121K | Buy |
3,930
+1,080
| +38% | +$33.3K | 0.03% | 263 |
|
|
2019
Q2 | $88K | Buy |
+2,850
| New | +$88K | 0.02% | 286 |
|