Wealthcare Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,688
| Closed | -$382K | – | 1000 |
|
|
2025
Q1 | $382K | Buy |
12,688
+5,057
| +66% | +$152K | 0.01% | 661 |
|
|
2024
Q4 | $228K | Buy |
+7,631
| New | +$228K | 0.01% | 811 |
|
|
2023
Q2 | – | Sell |
-105,436
| Closed | -$3.12M | – | 761 |
|
|
2023
Q1 | $3.12M | Sell |
105,436
-77,469
| -42% | -$2.3M | 0.13% | 133 |
|
|
2022
Q4 | $5.37M | Sell |
182,905
-79,274
| -30% | -$2.33M | 0.26% | 76 |
|
|
2022
Q3 | $7.66M | Buy |
262,179
+13,894
| +6% | +$406K | 0.44% | 47 |
|
|
2022
Q2 | $7.38M | Buy |
+248,285
| New | +$7.38M | 0.45% | 43 |
|
|
2021
Q3 | – | Sell |
-12,267
| Closed | -$384K | – | 580 |
|
|
2021
Q2 | $384K | Buy |
12,267
+11,475
| +1,449% | +$359K | 0.03% | 368 |
|
|
2021
Q1 | $25K | Buy |
+792
| New | +$25K | ﹤0.01% | 1126 |
|
|
2020
Q2 | – | Sell |
-23
| Closed | -$1K | – | 1204 |
|
|
2020
Q1 | $1K | Hold |
23
| – | – | ﹤0.01% | 1432 |
|
|
2019
Q4 | $1K | Sell |
23
-186
| -89% | -$8.09K | ﹤0.01% | 1343 |
|
|
2019
Q3 | $6K | Sell |
209
-187
| -47% | -$5.37K | ﹤0.01% | 1042 |
|
|
2019
Q2 | $12K | Buy |
396
+210
| +113% | +$6.36K | ﹤0.01% | 866 |
|
|
2019
Q1 | $6K | Buy |
+186
| New | +$6K | ﹤0.01% | 933 |
|