AWM
Avior 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 | $481K | Sell |
14,324
-413
| -3% | -$13.9K | 0.02% | 438 |
|
|
2025
Q1 | $490K | Sell |
14,737
-523
| -3% | -$17.4K | 0.02% | 414 |
|
|
2024
Q4 | $500K | Buy |
15,260
+2,382
| +18% | +$78K | 0.02% | 445 |
|
|
2024
Q3 | $434K | Sell |
12,878
-8
| -0.1% | -$270 | 0.02% | 488 |
|
|
2024
Q2 | $420K | Buy |
12,886
+3,994
| +45% | +$130K | 0.02% | 481 |
|
|
2024
Q1 | $291K | Sell |
8,892
-2,685
| -23% | -$87.8K | 0.01% | 595 |
|
|
2023
Q4 | $380K | Sell |
11,577
-15,580
| -57% | -$511K | 0.02% | 406 |
|
|
2023
Q3 | $854K | Sell |
27,157
-8,871
| -25% | -$279K | 0.06% | 218 |
|
|
2023
Q2 | $1.16M | Sell |
36,028
-19,066
| -35% | -$612K | 0.08% | 180 |
|
|
2023
Q1 | $1.79M | Sell |
55,094
-400,117
| -88% | -$13M | 0.12% | 132 |
|
|
2022
Q4 | $14.5M | Buy |
455,211
+451,172
| +11,170% | +$14.4M | 1.09% | 19 |
|
|
2022
Q3 | $126K | Sell |
4,039
-50
| -1% | -$1.56K | 0.01% | 504 |
|
|
2022
Q2 | $133K | Buy |
4,089
+190
| +5% | +$6.18K | 0.01% | 465 |
|
|
2022
Q1 | $133K | Sell |
3,899
-890
| -19% | -$30.4K | 0.01% | 474 |
|
|
2021
Q4 | $173K | Sell |
4,789
-157
| -3% | -$5.67K | 0.01% | 444 |
|
|
2021
Q3 | $180K | Sell |
4,946
-22
| -0.4% | -$801 | 0.01% | 431 |
|
|
2021
Q2 | $182K | Sell |
4,968
-741
| -13% | -$27.1K | 0.02% | 411 |
|
|
2021
Q1 | $206K | Buy |
5,709
+105
| +2% | +$3.79K | 0.02% | 398 |
|
|
2020
Q4 | $208K | Buy |
5,604
+131
| +2% | +$4.86K | 0.03% | 376 |
|
|
2020
Q3 | $201K | Sell |
5,473
-30
| -0.5% | -$1.1K | 0.03% | 372 |
|
|
2020
Q2 | $201K | Buy |
5,503
+981
| +22% | +$35.8K | 0.03% | 381 |
|
|
2020
Q1 | $153K | Sell |
4,522
-2,043
| -31% | -$69.1K | 0.03% | 380 |
|
|
2019
Q4 | $231K | Sell |
6,565
-770
| -10% | -$27.1K | 0.04% | 359 |
|
|
2019
Q3 | $258K | Buy |
7,335
+2,516
| +52% | +$88.5K | 0.05% | 326 |
|
|
2019
Q2 | $168K | Buy |
4,819
+285
| +6% | +$9.94K | 0.03% | 376 |
|
|
2019
Q1 | $154K | Buy |
4,534
+1,553
| +52% | +$52.7K | 0.03% | 370 |
|
|
2018
Q4 | $98K | Buy |
2,981
+376
| +14% | +$12.4K | 0.02% | 431 |
|
|
2018
Q3 | $87K | Hold |
2,605
| – | – | 0.02% | 449 |
|
|
2018
Q2 | $87K | Buy |
2,605
+1,791
| +220% | +$59.8K | 0.02% | 451 |
|
|
2018
Q1 | $27K | Buy |
+814
| New | +$27K | 0.01% | 525 |
|