Evensky & Katz’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
Q3 | – | Sell |
-9,837
| Closed | -$359K | – | 88 |
|
|
2020
Q2 | $359K | Buy |
9,837
+843
| +9% | +$30.8K | 0.05% | 55 |
|
|
2020
Q1 | $306K | Buy |
8,994
+1,690
| +23% | +$57.5K | 0.05% | 60 |
|
|
2019
Q4 | $257K | Buy |
7,304
+1,593
| +28% | +$56.1K | 0.04% | 63 |
|
|
2019
Q3 | $201K | Buy |
5,711
+3,914
| +218% | +$138K | 0.03% | 79 |
|
|
2019
Q2 | $63K | Sell |
1,797
-16,771
| -90% | -$588K | 0.01% | 89 |
|
|
2019
Q1 | $634K | Buy |
18,568
+4,947
| +36% | +$169K | 0.09% | 57 |
|
|
2018
Q4 | $450K | Sell |
13,621
-2,822
| -17% | -$93.2K | 0.07% | 46 |
|
|
2018
Q3 | $547K | Buy |
16,443
+7,494
| +84% | +$249K | 0.08% | 35 |
|
|
2018
Q2 | $297K | Sell |
8,949
-40,772
| -82% | -$1.35M | 0.05% | 38 |
|
|
2018
Q1 | $1.67M | Buy |
+49,721
| New | +$1.67M | 0.29% | 24 |
|