Spire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-62
| Closed | -$1.44K | – | 2461 |
|
|
2023
Q2 | $1.44K | Sell |
62
-17
| -22% | -$395 | ﹤0.01% | 2242 |
|
|
2023
Q1 | $1.87K | Buy |
+79
| New | +$1.87K | ﹤0.01% | 2275 |
|
|
2022
Q4 | – | Sell |
-4,973
| Closed | -$108K | – | 2394 |
|
|
2022
Q3 | $108K | Sell |
4,973
-826
| -14% | -$17.9K | 0.01% | 686 |
|
|
2022
Q2 | $140K | Buy |
+5,799
| New | +$140K | 0.01% | 895 |
|
|
2022
Q1 | – | Sell |
-14,813
| Closed | -$466K | – | 2841 |
|
|
2021
Q4 | $466K | Buy |
14,813
+14,298
| +2,776% | +$450K | 0.01% | 729 |
|
|
2021
Q3 | $16K | Buy |
+515
| New | +$16K | ﹤0.01% | 1943 |
|
|
2021
Q2 | – | Sell |
-58,010
| Closed | -$1.74M | – | 2933 |
|
|
2021
Q1 | $1.74M | Buy |
+58,010
| New | +$1.74M | 0.05% | 313 |
|