WWS
Wellington Wealth Strategies’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
Q4 | $2.77M | Sell |
92,773
-18,175
| -16% | -$544K | 2.53% | 10 |
|
|
2024
Q3 | $3.33M | Buy |
+110,948
| New | +$3.33M | 2.53% | 11 |
|
|
2024
Q2 | – | Sell |
-67,850
| Closed | -$2.02M | – | 160 |
|
|
2024
Q1 | $2.02M | Sell |
67,850
-4,559
| -6% | -$136K | 0.94% | 27 |
|
|
2023
Q4 | $2.16M | Buy |
+72,409
| New | +$2.16M | 1.82% | 17 |
|
|
2020
Q4 | $2.16M | Buy |
+72,409
| New | +$2.16M | 1.82% | 17 |
|