EverSource Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Buy |
6,026
+58
| +1% | +$1.95K | 0.01% | 852 |
|
|
2025
Q1 | $198K | Sell |
5,968
-53
| -0.9% | -$1.76K | 0.01% | 661 |
|
|
2024
Q4 | $197K | Buy |
6,021
+53
| +0.9% | +$1.74K | 0.01% | 662 |
|
|
2024
Q3 | $201K | Sell |
5,968
-812
| -12% | -$27.4K | 0.01% | 554 |
|
|
2024
Q2 | $224K | Buy |
6,780
+812
| +14% | +$26.9K | 0.01% | 523 |
|
|
2024
Q1 | $192K | Sell |
5,968
-227
| -4% | -$7.29K | 0.02% | 504 |
|
|
2023
Q4 | $203K | Buy |
+6,195
| New | +$203K | 0.02% | 427 |
|