Sweet Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $8.22M | Sell |
271,426
-3,166
| -1% | -$95.9K | 1.78% | 12 |
|
|
2024
Q2 | $8.16M | Buy |
274,592
+6,956
| +3% | +$207K | 1.86% | 12 |
|
|
2024
Q1 | $7.97M | Buy |
267,636
+8,622
| +3% | +$257K | 1.84% | 11 |
|
|
2023
Q4 | $7.71M | Buy |
259,014
+781
| +0.3% | +$23.3K | 1.83% | 11 |
|
|
2023
Q3 | $7.57M | Buy |
258,233
+11,005
| +4% | +$323K | 2% | 12 |
|
|
2023
Q2 | $7.28M | Buy |
247,228
+133,693
| +118% | +$3.94M | 1.9% | 12 |
|
|
2023
Q1 | $3.36M | Buy |
+113,535
| New | +$3.36M | 0.93% | 17 |
|