Wallace Advisory Group’s SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-7,845
Closed -$230K 190
2023
Q4
$230K Buy
7,845
+855
+12% +$25.1K 0.18% 139
2023
Q3
$206K Buy
+6,990
New +$206K 0.15% 164