Simplicity Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-20,915
| Closed | -$616K | – | 1082 |
|
|
2023
Q2 | $616K | Buy |
+20,915
| New | +$616K | 0.02% | 605 |
|
|
2021
Q1 | – | Sell |
-73,060
| Closed | -$2.29M | – | 912 |
|
|
2020
Q4 | $2.29M | Sell |
73,060
-1,854
| -2% | -$58.2K | 0.03% | 355 |
|
|
2020
Q3 | $2.35M | Buy |
74,914
+351
| +0.5% | +$11K | 0.04% | 299 |
|
|
2020
Q2 | $2.34M | Buy |
+74,563
| New | +$2.34M | 0.05% | 281 |
|
|
2020
Q1 | – | Sell |
-46,762
| Closed | -$1.44M | – | 889 |
|
|
2019
Q4 | $1.44M | Buy |
46,762
+25,716
| +122% | +$793K | 0.04% | 300 |
|
|
2019
Q3 | $649K | Buy |
+21,046
| New | +$649K | 0.03% | 374 |
|
|
2019
Q2 | – | Sell |
-20,976
| Closed | -$641K | – | 854 |
|
|
2019
Q1 | $641K | Sell |
20,976
-5,292
| -20% | -$162K | 0.04% | 340 |
|
|
2018
Q4 | $791K | Buy |
+26,268
| New | +$791K | 0.1% | 216 |
|