TWP
Total Wealth Planning’s SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.08M | Sell |
68,829
-7,514
| -10% | -$227K | 0.26% | 47 |
|
|
2025
Q1 | $2.3M | Sell |
76,343
-1,201
| -2% | -$36.2K | 0.35% | 37 |
|
|
2024
Q4 | $2.32M | Buy |
77,544
+125
| +0.2% | +$3.73K | 0.36% | 37 |
|
|
2024
Q3 | $2.34M | Sell |
77,419
-10,406
| -12% | -$315K | 0.37% | 37 |
|
|
2024
Q2 | $2.62M | Sell |
87,825
-21,526
| -20% | -$642K | 0.43% | 37 |
|
|
2024
Q1 | $3.26M | Sell |
109,351
-8,954
| -8% | -$267K | 0.56% | 36 |
|
|
2023
Q4 | $3.52M | Sell |
118,305
-8,352
| -7% | -$249K | 0.64% | 36 |
|
|
2023
Q3 | $3.71M | Sell |
126,657
-169
| -0.1% | -$4.96K | 0.76% | 29 |
|
|
2023
Q2 | $3.73M | Sell |
126,826
-1,589
| -1% | -$46.8K | 0.78% | 30 |
|
|
2023
Q1 | $3.8M | Sell |
128,415
-159
| -0.1% | -$4.71K | 0.84% | 30 |
|
|
2022
Q4 | $3.78M | Buy |
128,574
+113,321
| +743% | +$3.33M | 0.94% | 27 |
|
|
2022
Q3 | $446K | Buy |
+15,253
| New | +$446K | 0.13% | 60 |
|