DCM
DeGreen Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $19.1M | Buy |
523,267
+21,262
| +4% | +$777K | 6.34% | 7 |
|
|
2021
Q2 | $18.4M | Buy |
502,005
+102,673
| +26% | +$3.77M | 6.18% | 6 |
|
|
2021
Q1 | $9.99M | Buy |
399,332
+301,642
| +309% | +$7.55M | 5.85% | 6 |
|
|
2020
Q4 | $6.02M | Sell |
97,690
-278,281
| -74% | -$17.2M | 2.35% | 16 |
|
|
2020
Q3 | $13.8M | Buy |
375,971
+32,510
| +9% | +$1.2M | 6.1% | 6 |
|
|
2020
Q2 | $12.5M | Buy |
343,461
+75,595
| +28% | +$2.76M | 6.01% | 6 |
|
|
2020
Q1 | $9.11M | Sell |
267,866
-5,668
| -2% | -$193K | 5.04% | 8 |
|
|
2019
Q4 | $9.66M | Sell |
273,534
-1,527
| -0.6% | -$53.9K | 4.76% | 9 |
|
|
2019
Q3 | $9.7M | Sell |
275,061
-9,456
| -3% | -$334K | 5.07% | 9 |
|
|
2019
Q2 | $9.94M | Buy |
284,517
+4,380
| +2% | +$153K | 5.01% | 9 |
|
|
2019
Q1 | $9.57M | Sell |
280,137
-143,961
| -34% | -$4.92M | 4.94% | 9 |
|
|
2018
Q4 | $140M | Buy |
424,098
+212,900
| +101% | +$70.3M | 7.67% | 4 |
|
|
2018
Q3 | $7.03M | Buy |
+211,198
| New | +$7.03M | 3.3% | 12 |
|