Destination 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-26,043
| Closed | -$886K | – | 162 |
|
|
2020
Q1 | $886K | Buy |
+26,043
| New | +$886K | 0.05% | 102 |
|
|
2019
Q2 | – | Sell |
-516
| Closed | -$18K | – | 725 |
|
|
2019
Q1 | $18K | Sell |
516
-854
| -62% | -$29.8K | ﹤0.01% | 395 |
|
|
2018
Q4 | $45K | Sell |
1,370
-1,283
| -48% | -$42.1K | ﹤0.01% | 268 |
|
|
2018
Q3 | $88K | Buy |
2,653
+1,012
| +62% | +$33.6K | ﹤0.01% | 219 |
|
|
2018
Q2 | $55K | Sell |
1,641
-28,579
| -95% | -$958K | ﹤0.01% | 250 |
|
|
2018
Q1 | $1.01M | Buy |
30,220
+58
| +0.2% | +$1.95K | 0.06% | 98 |
|
|
2017
Q4 | $1.03M | Hold |
30,162
| – | – | 0.06% | 98 |
|
|
2017
Q3 | $1.04M | Sell |
30,162
-32
| -0.1% | -$1.1K | 0.07% | 94 |
|
|
2017
Q2 | $1.04M | Buy |
30,194
+5
| +0% | +$172 | 0.07% | 96 |
|
|
2017
Q1 | $1.03M | Sell |
30,189
-1,509
| -5% | -$51.5K | 0.07% | 90 |
|
|
2016
Q4 | $1.08M | Buy |
31,698
+4,827
| +18% | +$164K | 0.08% | 86 |
|
|
2016
Q3 | $938K | Hold |
26,871
| – | – | 0.07% | 89 |
|
|
2016
Q2 | $938K | Hold |
26,871
| – | – | 0.08% | 85 |
|
|
2016
Q1 | $898K | Hold |
26,871
| – | – | 0.09% | 86 |
|
|
2015
Q4 | $898K | Buy |
+26,871
| New | +$898K | 0.09% | 86 |
|