Stone Summit Wealth’s SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $627K | Sell |
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|
2024
Q4 | $658K | Sell |
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|
2024
Q3 | $677K | Hold |
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|
2024
Q2 | $664K | Sell |
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|
2024
Q1 | $677K | Sell |
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|
2023
Q4 | $698K | Sell |
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|
2023
Q3 | $809K | Sell |
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|
2023
Q2 | $844K | Buy |
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|
2023
Q1 | $824K | Buy |
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|
2022
Q4 | $813K | Sell |
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|
2022
Q3 | $841K | Sell |
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|
2022
Q2 | $898K | Sell |
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|
2022
Q1 | $1.06M | Sell |
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|
2021
Q4 | $1.28M | Buy |
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