Wellington Wealth Strategies, LLC. SPSB Holdings History
Wellington Wealth Strategies, LLC.'s SPDR Portfolio Short Term Corporate Bond ETF Holding Summary
As of 2024-12-31, Wellington Wealth Strategies, LLC. held 92,773.00 shares of SPDR Portfolio Short Term Corporate Bond ETF(SPSB), totaling $2.77 Mil. This investment constitutes 2.53% of their stock portfolio, and Wellington Wealth Strategies, LLC. now holds 0.03% of the outstanding SPDR Portfolio Short Term Corporate Bond ETF(SPSB) stock.
The initial trade took place in 2020Q4. And since then Wellington Wealth Strategies, LLC. has made 1 purchases of SPSB, at an average price of $30.54, for a total of 183,357.00 shares. In addition, there have been 3 sales at an average price of $29.70 for 90,584.00 shares. Based on historical transaction data and SPSB's current price of $30.10, Wellington Wealth Strategies, LLC.'s estimated gain on his SPSB holdings is $-116,712.53, reflecting a -2.08% gain to date.
Wellington Wealth Strategies, LLC. SPSB ($30.10) Holding Chart
Wellington Wealth Strategies, LLC. 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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