USAdvisors Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-13,119
| Closed | -$391K | – | 137 |
|
2024
Q1 | $391K | Buy |
13,119
+2,517
| +24% | +$75K | 0.15% | 97 |
|
2023
Q4 | $315K | Buy |
+10,602
| New | +$315K | 0.13% | 100 |
|
2022
Q1 | – | Sell |
-18,800
| Closed | -$582K | – | 144 |
|
2021
Q4 | $582K | Buy |
18,800
+1,204
| +7% | +$37.3K | 0.24% | 77 |
|
2021
Q3 | $550K | Buy |
17,596
+2,413
| +16% | +$75.4K | 0.24% | 76 |
|
2021
Q2 | $475K | Buy |
15,183
+4,924
| +48% | +$154K | 0.26% | 70 |
|
2021
Q1 | $321K | Buy |
+10,259
| New | +$321K | 0.16% | 86 |
|