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