Asset Planning Services, Ltd. SPSB Holdings History
Asset Planning Services, Ltd.'s SPDR Portfolio Short Term Corporate Bond ETF Holding Summary
As of 2021-12-31, Asset Planning Services, Ltd. held 262,093.00 shares of SPDR Portfolio Short Term Corporate Bond ETF(SPSB), totaling $8.12 Mil. This investment constitutes 3.75% of their stock portfolio, and Asset Planning Services, Ltd. now holds 0.1% of the outstanding SPDR Portfolio Short Term Corporate Bond ETF(SPSB) stock.
The initial trade took place in 2018Q2. And since then Asset Planning Services, Ltd. has made 9 purchases of SPSB, at an average price of $30.28, for a total of 799,198.00 shares. In addition, there have been 6 sales at an average price of $31.29 for 537,105.00 shares. Based on historical transaction data and SPSB's current price of $30.10, Asset Planning Services, Ltd.'s estimated gain on his SPSB holdings is $496,325.41, reflecting a 2.05% gain to date.
Asset Planning Services, Ltd. SPSB ($30.10) Holding Chart
Asset Planning Services, Ltd. SPSB ($30.10) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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