Rowland Carmichael Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $2.63M | Buy |
79,318
+16,686
| +27% | +$552K | 0.83% | 25 |
|
|
2020
Q3 | $1.99M | Buy |
62,632
+4,249
| +7% | +$135K | 0.78% | 25 |
|
|
2020
Q2 | $1.85M | Buy |
+58,383
| New | +$1.85M | 0.79% | 24 |
|
|
2019
Q4 | – | Sell |
-18,563
| Closed | -$559K | – | 370 |
|
|
2019
Q3 | $559K | Sell |
18,563
-42,006
| -69% | -$1.26M | 0.19% | 131 |
|
|
2019
Q2 | $1.74M | Buy |
60,569
+24,407
| +67% | +$702K | 0.6% | 26 |
|
|
2019
Q1 | $981K | Buy |
+36,162
| New | +$981K | 0.36% | 63 |
|