SkyOak Wealth’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $288K | Hold |
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|
2025
Q2 | $287K | Hold |
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|
2025
Q1 | $286K | Hold |
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|
2024
Q4 | $284K | Hold |
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|
2024
Q3 | $288K | Hold |
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|
2024
Q2 | $282K | Sell |
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|
2024
Q1 | $289K | Hold |
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|
2023
Q4 | $289K | Sell |
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|
2023
Q3 | $314K | Sell |
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|
2023
Q2 | $333K | Sell |
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|
2023
Q1 | $652K | Sell |
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|
2022
Q4 | $660K | Hold |
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|
2022
Q3 | $657K | Sell |
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|
2022
Q2 | $671K | Sell |
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|
2022
Q1 | $994K | Sell |
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|
2021
Q4 | $1.07M | Sell |
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|
2021
Q3 | $1.14M | Sell |
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|
2021
Q2 | $1.25M | Hold |
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|
2021
Q1 | $1.25M | Sell |
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|
2020
Q4 | $1.35M | Sell |
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|
2020
Q3 | $1.68M | Buy |
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|
2020
Q2 | $1.45M | Sell |
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|
2020
Q1 | $1.62M | Sell |
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|
2019
Q4 | $1.68M | Buy |
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