WealthShield Partners’s SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Sell |
10,330
-9,546
| -48% | -$215K | 0.03% | 302 |
|
|
2025
Q1 | $449K | Buy |
19,876
+9,760
| +96% | +$220K | 0.06% | 228 |
|
|
2024
Q4 | $225K | Buy |
10,116
+160
| +2% | +$3.56K | 0.03% | 268 |
|
|
2024
Q3 | $241K | Sell |
9,956
-34
| -0.3% | -$821 | 0.03% | 272 |
|
|
2024
Q2 | $225K | Buy |
9,990
+4,306
| +76% | +$97.1K | 0.03% | 264 |
|
|
2024
Q1 | $132K | Buy |
5,684
+5,611
| +7,686% | +$130K | 0.02% | 297 |
|
|
2023
Q4 | $1.73K | Buy |
+73
| New | +$1.73K | ﹤0.01% | 465 |
|
|
2021
Q2 | – | Sell |
-73
| Closed | -$2K | – | 1108 |
|
|
2021
Q1 | $2K | Buy |
+73
| New | +$2K | ﹤0.01% | 1074 |
|
|
2020
Q4 | – | Sell |
-73
| Closed | -$2K | – | 402 |
|
|
2020
Q3 | $2K | Sell |
73
-106
| -59% | -$2.9K | ﹤0.01% | 380 |
|
|
2020
Q2 | $6K | Hold |
179
| – | – | ﹤0.01% | 304 |
|
|
2020
Q1 | $5K | Sell |
179
-2,430
| -93% | -$67.9K | ﹤0.01% | 240 |
|
|
2019
Q4 | $79K | Hold |
2,609
| – | – | 0.04% | 198 |
|
|
2019
Q3 | $79K | Buy |
+2,609
| New | +$79K | 0.04% | 188 |
|
|
2019
Q2 | – | Sell |
-2,303
| Closed | -$62K | – | 277 |
|
|
2019
Q1 | $62K | Buy |
2,303
+106
| +5% | +$2.85K | 0.03% | 184 |
|
|
2018
Q4 | $56K | Buy |
+2,197
| New | +$56K | 0.04% | 159 |
|