Connecticut 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
2024 Q3	–	Sell	-7,340	Closed	-$239K	–	337
2024 Q2	$239K	Hold	7,340	–	–	0.01%	293
2024 Q1	$240K	Sell	7,340 -5,120	-41%	-$167K	0.01%	295
2023 Q4	$409K	Buy	12,460 +3,241	+35%	+$106K	0.02%	229
2023 Q3	$290K	Buy	+9,219	New	+$290K	0.02%	235