BAWC
Boyce & Associates Wealth Consulting’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-33,165
| Closed | -$1.08M | – | 69 |
|
|
2024
Q1 | $1.08M | Sell |
33,165
-319
| -1% | -$10.4K | 1.4% | 15 |
|
|
2023
Q4 | $1.1M | Buy |
33,484
+1,220
| +4% | +$40.1K | 1.6% | 14 |
|
|
2023
Q3 | $1.01M | Buy |
32,264
+1,201
| +4% | +$37.8K | 1.69% | 13 |
|
|
2023
Q2 | $997K | Sell |
31,063
-16,519
| -35% | -$530K | 1.67% | 14 |
|
|
2023
Q1 | $1.55M | Buy |
+47,582
| New | +$1.55M | 2.78% | 10 |
|