WF
Wayfinding Financial’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
Q1 | – | Sell |
-118,703
| Closed | -$3.53M | – | 134 |
|
|
2023
Q4 | $3.53M | Buy |
+118,703
| New | +$3.53M | 2.41% | 10 |
|
|
2023
Q3 | – | Sell |
-247,143
| Closed | -$7.28M | – | 117 |
|
|
2023
Q2 | $7.28M | Buy |
247,143
+4,565
| +2% | +$135K | 5.06% | 6 |
|
|
2023
Q1 | $7.19M | Buy |
+242,578
| New | +$7.19M | 5.46% | 5 |
|
|
2022
Q4 | – | Sell |
-89,019
| Closed | -$2.6M | – | 97 |
|
|
2022
Q3 | $2.6M | Buy |
+89,019
| New | +$2.6M | 2.43% | 11 |
|