AWA
Alaska Wealth Advisors’s SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-537
| Closed | -$18.1K | – | 97 |
|
|
2024
Q3 | $18.1K | Hold |
537
| – | – | ﹤0.01% | 103 |
|
|
2024
Q2 | $17.5K | Buy |
+537
| New | +$17.5K | ﹤0.01% | 98 |
|
|
2023
Q4 | – | Sell |
-36,996
| Closed | -$1.16M | – | 130 |
|
|
2023
Q3 | $1.16M | Hold |
36,996
| – | – | 0.19% | 27 |
|
|
2023
Q2 | $1.19M | Sell |
36,996
-443
| -1% | -$14.2K | 0.19% | 27 |
|
|
2023
Q1 | $1.22M | Sell |
37,439
-20
| -0.1% | -$650 | 0.2% | 29 |
|
|
2022
Q4 | $1.19M | Buy |
+37,459
| New | +$1.19M | 0.21% | 29 |
|
|
2019
Q4 | – | Sell |
-13,200
| Closed | -$466K | – | 74 |
|
|
2019
Q3 | $466K | Hold |
13,200
| – | – | 0.06% | 27 |
|
|
2019
Q2 | $451K | Hold |
13,200
| – | – | 0.05% | 46 |
|
|
2019
Q1 | $451K | Buy |
+13,200
| New | +$451K | 0.05% | 46 |
|