WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-629
| Closed | -$14.6K | – | 946 |
|
|
2023
Q2 | $14.6K | Hold |
629
| – | – | 0.01% | 481 |
|
|
2023
Q1 | $14.9K | Hold |
629
| – | – | 0.01% | 465 |
|
|
2022
Q4 | $14.1K | Hold |
629
| – | – | 0.01% | 238 |
|
|
2022
Q3 | $13.7K | Sell |
629
-182
| -22% | -$3.96K | 0.01% | 232 |
|
|
2022
Q2 | $19.5K | Hold |
811
| – | – | 0.01% | 230 |
|
|
2022
Q1 | $22.5K | Buy |
+811
| New | +$22.5K | 0.01% | 220 |
|