SW
Simplicity Wealth’s SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,406
| Closed | -$226K | – | 82 |
|
|
2022
Q3 | $226K | Sell |
10,406
-67,158
| -87% | -$1.46M | 0.3% | 65 |
|
|
2022
Q2 | $1.87M | Sell |
77,564
-30,570
| -28% | -$737K | 2.73% | 13 |
|
|
2022
Q1 | $3.01M | Buy |
108,134
+16,167
| +18% | +$449K | 2.92% | 8 |
|
|
2021
Q4 | $2.9M | Buy |
+91,967
| New | +$2.9M | 1.56% | 25 |
|