SteelPeak Wealth’s SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-9,364
| Closed | -$290K | – | 445 |
|
2021
Q4 | $290K | Sell |
9,364
-10,939
| -54% | -$339K | 0.02% | 320 |
|
2021
Q3 | $634K | Sell |
20,303
-1,902
| -9% | -$59.4K | 0.04% | 218 |
|
2021
Q2 | $695K | Sell |
22,205
-6,916
| -24% | -$216K | 0.05% | 223 |
|
2021
Q1 | $912K | Sell |
29,121
-1,221
| -4% | -$38.2K | 0.07% | 165 |
|
2020
Q4 | $953K | Sell |
30,342
-3,926
| -11% | -$123K | 0.09% | 161 |
|
2020
Q3 | $1.08M | Buy |
34,268
+5,437
| +19% | +$171K | 0.12% | 133 |
|
2020
Q2 | $904K | Buy |
+28,831
| New | +$904K | 0.11% | 126 |
|