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Sequent Planning’s SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Sequent Planning’s Portfolio SPBO Stock Details SPBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-26,087
Closed -$742K – 160
2024
Q2 		$742K Sell
26,087
-1,896
-7% -$53.9K 0.25% 67
2024
Q1 		$815K Buy
+27,983
New +$815K 0.29% 63