Concert Wealth 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
2016
Q4
Sell
-2,001
Closed -$70K 866
2016
Q3
$70K Buy
+2,001
New +$70K 0.01% 780
2013
Q4
Sell
-6,369
Closed -$214K 571
2013
Q3
$214K Sell
6,369
-2,534
-28% -$85.1K 0.03% 469
2013
Q2
$298K Buy
+8,903
New +$298K 0.04% 343