WWM
Wagner Wealth Management’s SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-2,400
| Closed | -$52K | – | 657 |
|
2022
Q3 | $52K | Hold |
2,400
| – | – | 0.04% | 204 |
|
2022
Q2 | $58K | Sell |
2,400
-6,826
| -74% | -$165K | 0.05% | 189 |
|
2022
Q1 | $256K | Buy |
9,226
+4,626
| +101% | +$128K | 0.18% | 106 |
|
2021
Q4 | $145K | Buy |
+4,600
| New | +$145K | 0.11% | 150 |
|