WP
WealthShield Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.66K | Buy |
320
+120
| +60% | +$3.62K | ﹤0.01% | 497 |
|
|
2025
Q1 | $6.02K | Sell |
200
-145
| -42% | -$4.37K | ﹤0.01% | 488 |
|
|
2024
Q4 | $10.3K | Buy |
+345
| New | +$10.3K | ﹤0.01% | 444 |
|
|
2024
Q2 | – | Sell |
-8,139
| Closed | -$242K | – | 487 |
|
|
2024
Q1 | $242K | Buy |
8,139
+7,439
| +1,063% | +$221K | 0.04% | 250 |
|
|
2023
Q4 | $20.8K | Sell |
700
-2,252
| -76% | -$67.1K | ﹤0.01% | 407 |
|
|
2023
Q3 | $86.6K | Hold |
2,952
| – | – | 0.01% | 346 |
|
|
2023
Q2 | $86.9K | Hold |
2,952
| – | – | 0.01% | 350 |
|
|
2023
Q1 | $87.5K | Buy |
+2,952
| New | +$87.5K | 0.01% | 347 |
|
|
2021
Q3 | – | Sell |
-1,110
| Closed | -$35K | – | 673 |
|
|
2021
Q2 | $35K | Sell |
1,110
-81
| -7% | -$2.55K | 0.01% | 551 |
|
|
2021
Q1 | $37K | Buy |
+1,191
| New | +$37K | 0.01% | 517 |
|
|
2020
Q4 | – | Sell |
-716
| Closed | -$22K | – | 406 |
|
|
2020
Q3 | $22K | Sell |
716
-353
| -33% | -$10.8K | 0.01% | 329 |
|
|
2020
Q2 | $34K | Sell |
1,069
-196
| -15% | -$6.23K | 0.02% | 265 |
|
|
2020
Q1 | $38K | Sell |
1,265
-59
| -4% | -$1.77K | 0.02% | 195 |
|
|
2019
Q4 | $41K | Hold |
1,324
| – | – | 0.02% | 220 |
|
|
2019
Q3 | $41K | Buy |
1,324
+462
| +54% | +$14.3K | 0.02% | 207 |
|
|
2019
Q2 | $27K | Sell |
862
-670
| -44% | -$21K | 0.02% | 188 |
|
|
2019
Q1 | $47K | Sell |
1,532
-79,282
| -98% | -$2.43M | 0.03% | 195 |
|
|
2018
Q4 | $2.44M | Buy |
80,814
+80,018
| +10,053% | +$2.41M | 1.66% | 11 |
|
|
2018
Q3 | $24K | Buy |
+796
| New | +$24K | 0.01% | 186 |
|
|
2018
Q2 | – | Sell |
-700
| Closed | -$21K | – | 261 |
|
|
2018
Q1 | $21K | Buy |
+700
| New | +$21K | 0.01% | 180 |
|