WFG Advisors’s SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-1,690
| Closed | -$51K | – | 1666 |
|
|
2015
Q4 | $51K | Buy |
1,690
+494
| +41% | +$14.9K | 0.02% | 655 |
|
|
2015
Q3 | $36K | Buy |
1,196
+821
| +219% | +$24.7K | 0.01% | 740 |
|
|
2015
Q2 | $11K | Buy |
+375
| New | +$11K | ﹤0.01% | 1167 |
|
|
2015
Q1 | – | Sell |
-204
| Closed | -$6K | – | 2044 |
|
|
2014
Q4 | $6K | Buy |
204
+4
| +2% | +$118 | ﹤0.01% | 1595 |
|
|
2014
Q3 | $6K | Hold |
200
| – | – | ﹤0.01% | 1613 |
|
|
2014
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 1608 |
|
|
2014
Q1 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 1589 |
|