WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $687 | Hold |
23
| – | – | ﹤0.01% | 964 |
|
|
2024
Q3 | $696 | Buy |
+23
| New | +$696 | ﹤0.01% | 997 |
|
|
2023
Q2 | – | Sell |
-265
| Closed | -$7.85K | – | 969 |
|
|
2023
Q1 | $7.85K | Hold |
265
| – | – | ﹤0.01% | 608 |
|
|
2022
Q4 | $7.79K | Sell |
265
-100
| -27% | -$2.94K | ﹤0.01% | 292 |
|
|
2022
Q3 | $10.7K | Hold |
365
| – | – | 0.01% | 256 |
|
|
2022
Q2 | $10.9K | Buy |
365
+46
| +14% | +$1.37K | 0.01% | 276 |
|
|
2022
Q1 | $9.61K | Buy |
+319
| New | +$9.61K | 0.01% | 302 |
|