Strategic Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $2.35M | Buy |
75,189
+47,662
| +173% | +$1.49M | 0.86% | 20 |
|
|
2021
Q1 | $862K | Hold |
27,527
| – | – | 0.33% | 40 |
|
|
2020
Q4 | $864K | Sell |
27,527
-77
| -0.3% | -$2.42K | 0.37% | 34 |
|
|
2020
Q3 | $866K | Sell |
27,604
-3,231
| -10% | -$101K | 0.42% | 35 |
|
|
2020
Q2 | $966K | Hold |
30,835
| – | – | 0.57% | 29 |
|
|
2020
Q1 | $933K | Sell |
30,835
-98
| -0.3% | -$2.97K | 0.69% | 25 |
|
|
2019
Q4 | $954K | Hold |
30,933
| – | – | 0.62% | 28 |
|
|
2019
Q3 | $954K | Hold |
30,933
| – | – | 0.69% | 27 |
|
|
2019
Q2 | $952K | Buy |
30,933
+3,308
| +12% | +$102K | 0.72% | 26 |
|
|
2019
Q1 | $844K | Sell |
27,625
-2,849
| -9% | -$87K | 0.69% | 27 |
|
|
2018
Q4 | $918K | Buy |
+30,474
| New | +$918K | 0.88% | 22 |
|