BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4
| Closed | -$130 | – | 1058 |
|
|
2023
Q1 | $130 | Sell |
4
-230
| -98% | -$7.48K | ﹤0.01% | 1037 |
|
|
2022
Q4 | $7.45K | Buy |
+234
| New | +$7.45K | ﹤0.01% | 619 |
|
|
2022
Q2 | – | Sell |
-120
| Closed | -$4K | – | 1062 |
|
|
2022
Q1 | $4K | Buy |
120
+106
| +757% | +$3.53K | ﹤0.01% | 773 |
|
|
2021
Q4 | $1K | Sell |
14
-61
| -81% | -$4.36K | ﹤0.01% | 1013 |
|
|
2021
Q3 | $3K | Buy |
+75
| New | +$3K | ﹤0.01% | 841 |
|
|
2021
Q1 | – | Sell |
-88
| Closed | -$3K | – | 986 |
|
|
2020
Q4 | $3K | Buy |
+88
| New | +$3K | ﹤0.01% | 747 |
|
|
2020
Q3 | – | Sell |
-437
| Closed | -$16K | – | 998 |
|
|
2020
Q2 | $16K | Buy |
+437
| New | +$16K | ﹤0.01% | 483 |
|