Wells Financial Advisors’s SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.2K | Sell |
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|
2025
Q1 | $105K | Sell |
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|
2024
Q4 | $170K | Buy |
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|
2024
Q3 | $161K | Sell |
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|
2024
Q2 | $1.02M | Sell |
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|
2024
Q1 | $1.14M | Sell |
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|
2023
Q4 | $1.17M | Buy |
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|
2023
Q3 | $1.15M | Sell |
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|
2023
Q2 | $1.18M | Buy |
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|
2023
Q1 | $842K | Buy |
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|
2022
Q4 | $804K | Sell |
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|
2022
Q3 | $1.54M | Buy |
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|
2022
Q2 | $1.52M | Sell |
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|
2022
Q1 | $1.55M | Sell |
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|
2021
Q4 | $1.63M | Buy |
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|
2021
Q3 | $1.3M | Buy |
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|
2021
Q2 | $1.27M | Buy |
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|
2021
Q1 | $1.25M | Buy |
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|
2020
Q4 | $669K | Buy |
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