SFA
Source 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-32,210
| Closed | -$959K | – | 127 |
|
|
2023
Q4 | $959K | Sell |
32,210
-1,108
| -3% | -$33K | 0.3% | 51 |
|
|
2023
Q3 | $977K | Buy |
33,318
+2,616
| +9% | +$76.7K | 0.33% | 51 |
|
|
2023
Q2 | $904K | Sell |
30,702
-3,594
| -10% | -$106K | 0.3% | 51 |
|
|
2023
Q1 | $1.02M | Sell |
34,296
-302
| -0.9% | -$8.95K | 0.34% | 47 |
|
|
2022
Q4 | $1.02M | Sell |
34,598
-811
| -2% | -$23.8K | 0.38% | 46 |
|
|
2022
Q3 | $1.04M | Buy |
+35,409
| New | +$1.04M | 0.41% | 47 |
|