Surience Private 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
2023 Q1	–	Sell	-151,296	Closed	-$4.45M	–	25
2022 Q4	$4.45M	Buy	151,296 +9,136	+6%	+$268K	5.9%	6
2022 Q3	$4.15M	Buy	+142,160	New	+$4.15M	10.67%	4