Charter Oak Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-576
| Closed | -$21K | – | 771 |
|
|
2022
Q2 | $21K | Hold |
576
| – | – | ﹤0.01% | 466 |
|
|
2022
Q1 | $21K | Hold |
576
| – | – | ﹤0.01% | 507 |
|
|
2021
Q4 | $21K | Sell |
576
-270
| -32% | -$9.84K | ﹤0.01% | 499 |
|
|
2021
Q3 | $31K | Buy |
846
+270
| +47% | +$9.89K | ﹤0.01% | 396 |
|
|
2021
Q2 | $20K | Hold |
576
| – | – | ﹤0.01% | 458 |
|
|
2021
Q1 | $20K | Hold |
576
| – | – | ﹤0.01% | 439 |
|
|
2020
Q4 | $20K | Buy |
+576
| New | +$20K | ﹤0.01% | 413 |
|