TW
Transform Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-11,531
| Closed | -$337K | – | 233 |
|
|
2022
Q3 | $337K | Sell |
11,531
-378
| -3% | -$11K | 0.04% | 147 |
|
|
2022
Q2 | $354K | Sell |
11,909
-110
| -0.9% | -$3.27K | 0.05% | 151 |
|
|
2022
Q1 | $362K | Buy |
12,019
+3,731
| +45% | +$112K | 0.04% | 184 |
|
|
2021
Q4 | $257K | Buy |
+8,288
| New | +$257K | 0.03% | 200 |
|