Asset Planning Services (Pennsylvania)’s SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $1.99M | Sell |
55,063
-1,804
| -3% | -$65.2K | 0.92% | 22 |
|
2021
Q3 | $2.08M | Buy |
56,867
+18,474
| +48% | +$675K | 1% | 21 |
|
2021
Q2 | $1.41M | Sell |
38,393
-12,572
| -25% | -$461K | 0.68% | 29 |
|
2021
Q1 | $1.85M | Sell |
50,965
-112
| -0.2% | -$4.06K | 0.85% | 29 |
|
2020
Q4 | $1.9M | Sell |
51,077
-102
| -0.2% | -$3.79K | 0.91% | 25 |
|
2020
Q3 | $1.88M | Sell |
51,179
-1,977
| -4% | -$72.7K | 0.81% | 27 |
|
2020
Q2 | $1.94M | Buy |
53,156
+226
| +0.4% | +$8.26K | 0.84% | 23 |
|
2020
Q1 | $1.8M | Buy |
52,930
+76
| +0.1% | +$2.59K | 0.89% | 21 |
|
2019
Q4 | $1.89M | Buy |
52,854
+18,624
| +54% | +$666K | 0.78% | 28 |
|
2019
Q3 | $1.21M | Buy |
34,230
+15,374
| +82% | +$543K | 0.52% | 31 |
|
2019
Q2 | $659K | Buy |
18,856
+14,083
| +295% | +$492K | 0.29% | 46 |
|
2019
Q1 | $163K | Buy |
4,773
+16
| +0.3% | +$546 | 0.08% | 76 |
|
2018
Q4 | $157K | Buy |
4,757
+17
| +0.4% | +$561 | 0.08% | 73 |
|
2018
Q3 | $156K | Buy |
4,740
+39
| +0.8% | +$1.28K | 0.07% | 74 |
|
2018
Q2 | $156K | Buy |
4,701
+21
| +0.4% | +$697 | 0.08% | 72 |
|
2018
Q1 | $157K | Buy |
4,680
+12
| +0.3% | +$403 | 0.08% | 72 |
|
2017
Q4 | $160K | Buy |
4,668
+29
| +0.6% | +$994 | 0.08% | 78 |
|
2017
Q3 | $160K | Buy |
4,639
+19
| +0.4% | +$655 | 0.09% | 78 |
|
2017
Q2 | $159K | Buy |
4,620
+19
| +0.4% | +$654 | 0.1% | 78 |
|
2017
Q1 | $157K | Buy |
4,601
+19
| +0.4% | +$648 | 0.11% | 77 |
|
2016
Q4 | $155K | Buy |
4,582
+18
| +0.4% | +$609 | 0.12% | 69 |
|
2016
Q3 | $159K | Buy |
4,564
+738
| +19% | +$25.7K | 0.13% | 67 |
|
2016
Q2 | $133K | Buy |
3,826
+698
| +22% | +$24.3K | 0.12% | 83 |
|
2016
Q1 | $107K | Buy |
3,128
+11
| +0.4% | +$376 | 0.1% | 98 |
|
2015
Q4 | $104K | Buy |
3,117
+13
| +0.4% | +$434 | 0.1% | 78 |
|
2015
Q3 | $105K | Buy |
3,104
+13
| +0.4% | +$440 | 0.11% | 73 |
|
2015
Q2 | $105K | Buy |
+3,091
| New | +$105K | 0.1% | 75 |
|