Executive 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,444
| Closed | -$352K | – | 276 |
|
|
2024
Q3 | $352K | Sell |
10,444
-792
| -7% | -$26.7K | 0.03% | 205 |
|
|
2024
Q2 | $366K | Sell |
11,236
-335
| -3% | -$10.9K | 0.07% | 92 |
|
|
2024
Q1 | $375K | Buy |
+11,571
| New | +$375K | 0.03% | 173 |
|
|
2019
Q3 | – | Sell |
-417
| Closed | -$15K | – | 689 |
|
|
2019
Q2 | $15K | Sell |
417
-131
| -24% | -$4.71K | ﹤0.01% | 529 |
|
|
2019
Q1 | $19K | Buy |
548
+57
| +12% | +$1.98K | ﹤0.01% | 433 |
|
|
2018
Q4 | $16K | Buy |
+491
| New | +$16K | ﹤0.01% | 473 |
|