TLFA
True Link Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,189
| Closed | -$211K | – | 100 |
|
|
2023
Q3 | $211K | Sell |
7,189
-3,500
| -33% | -$103K | 0.03% | 102 |
|
|
2023
Q2 | $315K | Hold |
10,689
| – | – | 0.04% | 96 |
|
|
2023
Q1 | $317K | Hold |
10,689
| – | – | 0.04% | 101 |
|
|
2022
Q4 | $314K | Hold |
10,689
| – | – | 0.04% | 101 |
|
|
2022
Q3 | $312K | Hold |
10,689
| – | – | 0.05% | 108 |
|
|
2022
Q2 | $318K | Buy |
10,689
+2,785
| +35% | +$82.9K | 0.05% | 104 |
|
|
2022
Q1 | $238K | Sell |
7,904
-775
| -9% | -$23.3K | 0.03% | 119 |
|
|
2021
Q4 | $269K | Hold |
8,679
| – | – | 0.04% | 191 |
|
|
2021
Q3 | $271K | Hold |
8,679
| – | – | 0.04% | 169 |
|
|
2021
Q2 | $272K | Hold |
8,679
| – | – | 0.04% | 135 |
|
|
2021
Q1 | $272K | Hold |
8,679
| – | – | 0.04% | 173 |
|
|
2020
Q4 | $273K | Buy |
+8,679
| New | +$273K | 0.04% | 179 |
|