Juncture Wealth Strategies, LLC Spdr Portfolio Short Term Corp Transaction History

Juncture Wealth Strategies, LLC

  • $232 Million
  • Q1 2024

A detailed history of Juncture Wealth Strategies, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 15,905 shares of SPSB stock, worth $472,696. This represents 0.2% of its overall portfolio holdings.

Number of Shares
15,905
Previous 15,234 4.4%
Holding current value
$472,696
Previous $453,000 4.42%
% of portfolio
0.2%
Previous 0.21%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 05, 2024
BUY
$29.65 - $29.92 $19,895 - $20,076
671 Added 4.4%
15,905 $473,000
Q4 2023

Jan 08, 2024
SELL
$29.14 - $29.78 $1,282 - $1,310
-44 Reduced 0.29%
15,234 $453,000
Q3 2023

Oct 10, 2023
SELL
$29.26 - $29.5 $55,389 - $55,843
-1,893 Reduced 11.02%
15,278 $447,000
Q2 2023

Jul 11, 2023
BUY
$29.36 - $29.7 $22,137 - $22,393
754 Added 4.59%
17,171 $505,000
Q1 2023

May 05, 2023
SELL
$29.2 - $29.7 $20,644 - $20,997
-707 Reduced 4.13%
16,417 $486,000
Q4 2022

Jan 18, 2023
SELL
$29.02 - $29.53 $218,462 - $222,301
-7,528 Reduced 30.54%
17,124 $0
Q3 2022

Oct 11, 2022
BUY
N/A
436 Added 1.8%
24,652 $720,000
Q2 2022

Jul 14, 2022
BUY
N/A
13,949 Added 135.86%
24,216 $720,000
Q1 2022

Jul 14, 2022
BUY
N/A
10,267 New
10,267 $309,000
Q4 2018

Jan 17, 2019
SELL
N/A
-8,009 Closed
0 $0
Q3 2018

Oct 03, 2018
BUY
N/A
946 Added 13.39%
8,009 $242,000
Q2 2018

Jul 13, 2018
BUY
N/A
7,063 New
7,063 $213,000

Others Institutions Holding SPSB

# of Institutions
545
Shares Held
193M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR PORTFOLIO SHORT TERM CORP

SPSB Quotes by TradingView
  • Ticker SPSB
  • Sector ETFs
  • Industry ETFs
More about SPSB
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