Baystate Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,194
| Closed | -$38.4K | – | 1106 |
|
|
2023
Q2 | $38.4K | Buy |
1,194
+11
| +0.9% | +$353 | ﹤0.01% | 363 |
|
|
2023
Q1 | $38.5K | Buy |
1,183
+7
| +0.6% | +$228 | ﹤0.01% | 366 |
|
|
2022
Q4 | $37K | Buy |
1,176
+13
| +1% | +$409 | ﹤0.01% | 378 |
|
|
2022
Q3 | $36K | Sell |
1,163
-2,117
| -65% | -$65.5K | ﹤0.01% | 352 |
|
|
2022
Q2 | $107K | Sell |
3,280
-1,181
| -26% | -$38.5K | 0.01% | 228 |
|
|
2022
Q1 | $152K | Buy |
4,461
+1,827
| +69% | +$62.3K | 0.01% | 197 |
|
|
2021
Q4 | $95K | Buy |
2,634
+145
| +6% | +$5.23K | 0.01% | 249 |
|
|
2021
Q3 | $91K | Buy |
2,489
+1,550
| +165% | +$56.7K | 0.01% | 230 |
|
|
2021
Q2 | $34K | Sell |
939
-523
| -36% | -$18.9K | ﹤0.01% | 322 |
|
|
2021
Q1 | $53K | Buy |
1,462
+497
| +52% | +$18K | 0.01% | 255 |
|
|
2020
Q4 | $36K | Buy |
+965
| New | +$36K | ﹤0.01% | 288 |
|
|
2015
Q3 | – | Sell |
-6,782
| Closed | -$230K | – | 60 |
|
|
2015
Q2 | $230K | Hold |
6,782
| – | – | 0.06% | 53 |
|
|
2015
Q1 | $234K | Buy |
+6,782
| New | +$234K | 0.06% | 45 |
|