Sowell Financial Services’s SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,114
| Closed | -$228K | – | 578 |
|
|
2024
Q2 | $228K | Buy |
+10,114
| New | +$228K | 0.01% | 512 |
|
|
2023
Q4 | – | Sell |
-10,004
| Closed | -$212K | – | 575 |
|
|
2023
Q3 | $212K | Buy |
+10,004
| New | +$212K | 0.01% | 498 |
|
|
2021
Q2 | – | Sell |
-15,351
| Closed | -$472K | – | 2410 |
|
|
2021
Q1 | $472K | Buy |
15,351
+1,274
| +9% | +$39.2K | 0.02% | 662 |
|
|
2020
Q4 | $466K | Sell |
14,077
-2,073
| -13% | -$68.6K | 0.02% | 545 |
|
|
2020
Q3 | $513K | Sell |
16,150
-1,399
| -8% | -$44.4K | 0.03% | 460 |
|
|
2020
Q2 | $556K | Buy |
17,549
+17,038
| +3,334% | +$540K | 0.03% | 424 |
|
|
2020
Q1 | $15K | Buy |
511
+107
| +26% | +$3.14K | ﹤0.01% | 1488 |
|
|
2019
Q4 | $12K | Sell |
404
-585
| -59% | -$17.4K | ﹤0.01% | 1635 |
|
|
2019
Q3 | $30K | Buy |
+989
| New | +$30K | ﹤0.01% | 1147 |
|