YorkBridge Wealth Partners’s SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,161
| Closed | -$67K | – | 572 |
|
|
2019
Q2 | $67K | Buy |
2,161
+88
| +4% | +$2.73K | 0.03% | 343 |
|
|
2019
Q1 | $63K | Buy |
2,073
+96
| +5% | +$2.92K | 0.03% | 339 |
|
|
2018
Q4 | $60K | Hold |
1,977
| – | – | 0.03% | 313 |
|
|
2018
Q3 | $60K | Buy |
1,977
+134
| +7% | +$4.07K | 0.03% | 342 |
|
|
2018
Q2 | $56K | Buy |
1,843
+9
| +0.5% | +$273 | 0.02% | 355 |
|
|
2018
Q1 | $55K | Hold |
1,834
| – | – | 0.03% | 362 |
|
|
2017
Q4 | $56K | Buy |
1,834
+243
| +15% | +$7.42K | 0.03% | 365 |
|
|
2017
Q3 | $49K | Hold |
1,591
| – | – | 0.03% | 377 |
|
|
2017
Q2 | $49K | Buy |
1,591
+56
| +4% | +$1.73K | 0.03% | 376 |
|
|
2017
Q1 | $47K | Buy |
1,535
+105
| +7% | +$3.22K | 0.02% | 382 |
|
|
2016
Q4 | $44K | Buy |
+1,430
| New | +$44K | 0.03% | 372 |
|