Beaumont Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,676
| Closed | -$228K | – | 360 |
|
|
2022
Q1 | $228K | Sell |
6,676
-13,958
| -68% | -$477K | 0.02% | 327 |
|
|
2021
Q4 | $746K | Sell |
20,634
-3,978
| -16% | -$144K | 0.05% | 170 |
|
|
2021
Q3 | $899K | Buy |
+24,612
| New | +$899K | 0.07% | 150 |
|
|
2019
Q3 | – | Sell |
-46,166
| Closed | -$1.61M | – | 288 |
|
|
2019
Q2 | $1.61M | Buy |
+46,166
| New | +$1.61M | 0.17% | 96 |
|
|
2018
Q3 | – | Sell |
-44,279
| Closed | -$1.47M | – | 245 |
|
|
2018
Q2 | $1.47M | Buy |
+44,279
| New | +$1.47M | 0.16% | 81 |
|