CFA
Compass Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-14,384
| Closed | -$467K | – | 90 |
|
|
2023
Q1 | $467K | Buy |
14,384
+1,041
| +8% | +$33.8K | 0.59% | 58 |
|
|
2022
Q4 | $425K | Sell |
13,343
-257
| -2% | -$8.18K | 0.57% | 61 |
|
|
2022
Q3 | $426K | Sell |
13,600
-575
| -4% | -$18K | 0.63% | 56 |
|
|
2022
Q2 | $463K | Sell |
14,175
-219
| -2% | -$7.15K | 0.63% | 51 |
|
|
2022
Q1 | $492K | Sell |
14,394
-1,917
| -12% | -$65.5K | 0.54% | 62 |
|
|
2021
Q4 | $590K | Buy |
+16,311
| New | +$590K | 0.65% | 58 |
|