Sequoia Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-6,535
| Closed | -$201K | – | 275 |
|
|
2016
Q2 | $201K | Sell |
6,535
-2,483
| -28% | -$76.4K | 0.06% | 232 |
|
|
2016
Q1 | $276K | Buy |
9,018
+247
| +3% | +$7.56K | 0.09% | 148 |
|
|
2015
Q4 | $267K | Sell |
8,771
-366
| -4% | -$11.1K | 0.11% | 136 |
|
|
2015
Q3 | $279K | Sell |
9,137
-3,225
| -26% | -$98.5K | 0.12% | 127 |
|
|
2015
Q2 | $378K | Buy |
12,362
+460
| +4% | +$14.1K | 0.16% | 113 |
|
|
2015
Q1 | $366K | Buy |
11,902
+1,526
| +15% | +$46.9K | 0.17% | 112 |
|
|
2014
Q4 | $317K | Buy |
+10,376
| New | +$317K | 0.22% | 99 |
|
|
2014
Q3 | – | Sell |
-7,557
| Closed | -$233K | – | 181 |
|
|
2014
Q2 | $233K | Sell |
7,557
-88
| -1% | -$2.71K | 0.18% | 137 |
|
|
2014
Q1 | $235K | Buy |
7,645
+178
| +2% | +$5.47K | 0.2% | 134 |
|
|
2013
Q4 | $229K | Buy |
+7,467
| New | +$229K | 0.19% | 125 |
|