Copperleaf Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-6,996
| Closed | -$255K | – | 59 |
|
|
2021
Q3 | $255K | Hold |
6,996
| – | – | 0.25% | 53 |
|
|
2021
Q2 | $257K | Sell |
6,996
-357
| -5% | -$13.1K | 0.25% | 54 |
|
|
2021
Q1 | $267K | Sell |
7,353
-184,982
| -96% | -$6.72M | 0.28% | 50 |
|
|
2020
Q4 | $7.15M | Buy |
192,335
+147,204
| +326% | +$5.47M | 6.11% | 3 |
|
|
2020
Q3 | $1.66M | Buy |
45,131
+22,756
| +102% | +$837K | 1.6% | 22 |
|
|
2020
Q2 | $817K | Buy |
+22,375
| New | +$817K | 0.85% | 38 |
|