ShoreHaven Wealth Partners’s SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.34M | Buy |
45,694
+912
| +2% | +$26.6K | 0.55% | 41 |
|
2025
Q1 | $1.3M | Buy |
44,782
+218
| +0.5% | +$6.33K | 0.62% | 39 |
|
2024
Q4 | $1.28M | Buy |
44,564
+2,295
| +5% | +$65.7K | 0.6% | 35 |
|
2024
Q3 | $1.27M | Sell |
42,269
-66,687
| -61% | -$2M | 0.61% | 34 |
|
2024
Q2 | $3.13M | Sell |
108,956
-19,813
| -15% | -$569K | 1.64% | 19 |
|
2024
Q1 | $3.75M | Buy |
128,769
+2,558
| +2% | +$74.5K | 2.06% | 17 |
|
2023
Q4 | $3.71M | Buy |
126,211
+61,378
| +95% | +$1.81M | 2.26% | 13 |
|
2023
Q3 | $1.79M | Sell |
64,833
-51,546
| -44% | -$1.42M | 1.23% | 20 |
|
2023
Q2 | $3.36M | Sell |
116,379
-4,977
| -4% | -$144K | 2.25% | 16 |
|
2023
Q1 | $3.55M | Buy |
+121,356
| New | +$3.55M | 2.49% | 14 |
|