WCM
Wealthcare Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-2,358
| Closed | -$73K | – | 212 |
|
|
2016
Q3 | $73K | Hold |
2,358
| – | – | 0.01% | 63 |
|
|
2016
Q2 | $73K | Buy |
2,358
+505
| +27% | +$15.6K | 0.01% | 62 |
|
|
2016
Q1 | $57K | Sell |
1,853
-258
| -12% | -$7.94K | 0.01% | 75 |
|
|
2015
Q4 | $64K | Sell |
2,111
-24,780
| -92% | -$751K | 0.01% | 77 |
|
|
2015
Q3 | $821K | Sell |
26,891
-54,871
| -67% | -$1.68M | 0.1% | 16 |
|
|
2015
Q2 | $2.5M | Buy |
81,762
+92
| +0.1% | +$2.82K | 0.29% | 8 |
|
|
2015
Q1 | $2.51M | Sell |
81,670
-758
| -0.9% | -$23.3K | 0.3% | 8 |
|
|
2014
Q4 | $2.52M | Hold |
82,428
| – | – | 0.35% | 8 |
|
|
2014
Q3 | $2.53M | Sell |
82,428
-2,354
| -3% | -$72.3K | 0.36% | 7 |
|
|
2014
Q2 | $2.61M | Hold |
84,782
| – | – | 0.39% | 7 |
|
|
2014
Q1 | $2.61M | Buy |
+84,782
| New | +$2.61M | 0.41% | 7 |
|