Steward Partners Investment Advisory’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 |
-351
| Closed | -$7.93K | – | 3842 |
|
|
2024
Q2 | $7.93K | Buy |
351
+4
| +1% | +$90 | ﹤0.01% | 2899 |
|
|
2024
Q1 | $8.07K | Buy |
347
+3
| +0.9% | +$70 | ﹤0.01% | 2891 |
|
|
2023
Q4 | $8.19K | Buy |
344
+5
| +1% | +$119 | ﹤0.01% | 2783 |
|
|
2023
Q3 | $7.19K | Buy |
339
+93
| +38% | +$1.97K | ﹤0.01% | 2698 |
|
|
2023
Q2 | $5.72K | Sell |
246
-97
| -28% | -$2.26K | ﹤0.01% | 2751 |
|
|
2023
Q1 | $8.1K | Buy |
343
+11
| +3% | +$260 | ﹤0.01% | 2616 |
|
|
2022
Q4 | $7.46K | Buy |
+332
| New | +$7.46K | ﹤0.01% | 2631 |
|