B. Riley Wealth Advisors’s SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.88M | Sell |
57,382
-17,492
| -23% | -$573K | 0.06% | 290 |
|
|
2024
Q3 | $2.52M | Sell |
74,874
-60,048
| -45% | -$2.02M | 0.07% | 275 |
|
|
2024
Q2 | $4.39M | Buy |
134,922
+123,326
| +1,064% | +$4.02M | 0.11% | 179 |
|
|
2024
Q1 | $365K | Sell |
11,596
-45,348
| -80% | -$1.43M | 0.01% | 950 |
|
|
2023
Q4 | $1.87M | Buy |
56,944
+45,348
| +391% | +$1.49M | 0.05% | 380 |
|
|
2023
Q3 | $365K | Buy |
11,596
+4,616
| +66% | +$145K | 0.01% | 950 |
|
|
2023
Q2 | $224K | Buy |
6,980
+20
| +0.3% | +$642 | 0.01% | 1291 |
|
|
2023
Q1 | $226K | Buy |
+6,960
| New | +$226K | 0.01% | 1230 |
|