Dakota 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-17,724
| Closed | -$642K | – | 344 |
|
|
2021
Q1 | $642K | Buy |
17,724
+3,474
| +24% | +$126K | 0.08% | 184 |
|
|
2020
Q4 | $530K | Buy |
14,250
+7,663
| +116% | +$285K | 0.07% | 202 |
|
|
2020
Q3 | $242K | Sell |
6,587
-2,757
| -30% | -$101K | 0.04% | 240 |
|
|
2020
Q2 | $341K | Buy |
9,344
+637
| +7% | +$23.2K | 0.06% | 201 |
|
|
2020
Q1 | $296K | Sell |
8,707
-5,115
| -37% | -$174K | 0.06% | 196 |
|
|
2019
Q4 | $488K | Buy |
13,822
+940
| +7% | +$33.2K | 0.08% | 195 |
|
|
2019
Q3 | $454K | Buy |
+12,882
| New | +$454K | 0.08% | 187 |
|