UFA
US 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
Q3 | – | Sell |
-6,952
| Closed | -$205K | – | 74 |
|
|
2023
Q2 | $205K | Hold |
6,952
| – | – | 0.09% | 69 |
|
|
2023
Q1 | $206K | Hold |
6,952
| – | – | 0.09% | 70 |
|
|
2022
Q4 | $204K | Sell |
6,952
-1,286
| -16% | -$37.8K | 0.1% | 69 |
|
|
2022
Q3 | $241K | Hold |
8,238
| – | – | 0.14% | 51 |
|
|
2022
Q2 | $245K | Sell |
8,238
-1,027
| -11% | -$30.5K | 0.14% | 47 |
|
|
2022
Q1 | $279K | Sell |
9,265
-379
| -4% | -$11.4K | 0.13% | 57 |
|
|
2021
Q4 | $299K | Sell |
9,644
-76
| -0.8% | -$2.36K | 0.14% | 53 |
|
|
2021
Q3 | $304K | Sell |
9,720
-165
| -2% | -$5.16K | 0.15% | 49 |
|
|
2021
Q2 | $309K | Sell |
9,885
-37,265
| -79% | -$1.16M | 0.15% | 50 |
|
|
2021
Q1 | $1.48M | Buy |
47,150
+2,387
| +5% | +$74.7K | 0.41% | 48 |
|
|
2020
Q4 | $1.41M | Buy |
+44,763
| New | +$1.41M | 0.42% | 42 |
|