ACP
Aveo Capital Partners’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
Q1 | – | Sell |
-20,282
| Closed | -$664K | – | 308 |
|
2024
Q4 | $664K | Buy |
+20,282
| New | +$664K | 0.07% | 167 |
|
2022
Q1 | – | Sell |
-33,969
| Closed | -$1.23M | – | 302 |
|
2021
Q4 | $1.23M | Buy |
33,969
+1,546
| +5% | +$55.9K | 0.22% | 94 |
|
2021
Q3 | $1.18M | Sell |
32,423
-101,754
| -76% | -$3.72M | 0.25% | 86 |
|
2021
Q2 | $4.92M | Buy |
134,177
+108,817
| +429% | +$3.99M | 1.09% | 17 |
|
2021
Q1 | $919K | Buy |
+25,360
| New | +$919K | 0.23% | 91 |
|
2020
Q4 | – | Sell |
-18,252
| Closed | -$671K | – | 155 |
|
2020
Q3 | $671K | Buy |
+18,252
| New | +$671K | 0.24% | 89 |
|
2019
Q4 | – | Sell |
-90,841
| Closed | -$3.2M | – | 196 |
|
2019
Q3 | $3.2M | Buy |
90,841
+11,527
| +15% | +$406K | 1.32% | 17 |
|
2019
Q2 | $2.77M | Buy |
+79,314
| New | +$2.77M | 1.2% | 26 |
|
2019
Q1 | – | Sell |
-76,959
| Closed | -$2.54M | – | 174 |
|
2018
Q4 | $2.54M | Buy |
+76,959
| New | +$2.54M | 1.27% | 18 |
|
2018
Q3 | – | Sell |
-64,031
| Closed | -$2.13M | – | 154 |
|
2018
Q2 | $2.13M | Buy |
+64,031
| New | +$2.13M | 0.94% | 25 |
|