AWM
Atticus Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.11M | Sell |
32,973
-2,004
| -6% | -$67.3K | 0.3% | 47 |
|
2025
Q1 | $1.16M | Buy |
34,977
+2,181
| +7% | +$72.5K | 0.38% | 42 |
|
2024
Q4 | $1.07M | Sell |
32,796
-6,134
| -16% | -$201K | 0.33% | 40 |
|
2024
Q3 | $1.31M | Buy |
38,930
+22,572
| +138% | +$761K | 0.42% | 37 |
|
2024
Q2 | $533K | Sell |
16,358
-1,970
| -11% | -$64.1K | 0.17% | 64 |
|
2024
Q1 | $599K | Buy |
+18,328
| New | +$599K | 0.2% | 63 |
|
2023
Q4 | – | Sell |
-421
| Closed | -$13.2K | – | 604 |
|
2023
Q3 | $13.2K | Buy |
+421
| New | +$13.2K | 0.01% | 377 |
|