CWA
Clearview Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-8,025
| Closed | -$251K | – | 662 |
|
|
2022
Q3 | $251K | Sell |
8,025
-488
| -6% | -$15.3K | 0.2% | 74 |
|
|
2022
Q2 | $278K | Buy |
8,513
+37
| +0.4% | +$1.21K | 0.21% | 72 |
|
|
2022
Q1 | $289K | Sell |
8,476
-1,118
| -12% | -$38.1K | 0.19% | 79 |
|
|
2021
Q4 | $347K | Sell |
9,594
-1,533
| -14% | -$55.4K | 0.21% | 90 |
|
|
2021
Q3 | $406K | Sell |
11,127
-235
| -2% | -$8.58K | 0.26% | 75 |
|
|
2021
Q2 | $417K | Sell |
11,362
-16,440
| -59% | -$603K | 0.26% | 80 |
|
|
2021
Q1 | $1.01M | Sell |
27,802
-119,480
| -81% | -$4.33M | 0.65% | 36 |
|
|
2020
Q4 | $5.48M | Buy |
+147,282
| New | +$5.48M | 3.68% | 4 |
|