Total Clarity Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-4,155
| Closed | -$124K | – | 875 |
|
2022
Q2 | $124K | Buy |
+4,155
| New | +$124K | 0.06% | 289 |
|
2022
Q1 | – | Sell |
-4,155
| Closed | -$129K | – | 811 |
|
2021
Q4 | $129K | Sell |
4,155
-150
| -3% | -$4.66K | 0.06% | 279 |
|
2021
Q3 | $135K | Buy |
+4,305
| New | +$135K | 0.06% | 266 |
|
2021
Q2 | – | Sell |
-10,539
| Closed | -$330K | – | 663 |
|
2021
Q1 | $330K | Sell |
10,539
-23,557
| -69% | -$738K | 0.19% | 128 |
|
2020
Q4 | $1.07M | Buy |
34,096
+3,207
| +10% | +$101K | 0.74% | 36 |
|
2020
Q3 | $969K | Buy |
30,889
+2,972
| +11% | +$93.2K | 0.85% | 32 |
|
2020
Q2 | $875K | Buy |
+27,917
| New | +$875K | 0.8% | 38 |
|
2020
Q1 | – | Sell |
-5,906
| Closed | -$182K | – | 541 |
|
2019
Q4 | $182K | Buy |
+5,906
| New | +$182K | 0.14% | 129 |
|