FWM
Foresight Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-59,915
| Closed | -$1.88M | – | 85 |
|
|
2022
Q3 | $1.88M | Sell |
59,915
-4,171
| -7% | -$131K | 0.43% | 18 |
|
|
2022
Q2 | $2.09M | Sell |
64,086
-2,658
| -4% | -$86.7K | 0.43% | 19 |
|
|
2022
Q1 | $2.28M | Sell |
66,744
-8,894
| -12% | -$304K | 0.42% | 19 |
|
|
2021
Q4 | $2.73M | Sell |
75,638
-287
| -0.4% | -$10.4K | 0.04% | 21 |
|
|
2021
Q3 | $2.77M | Sell |
75,925
-199
| -0.3% | -$7.27K | 0.56% | 18 |
|
|
2021
Q2 | $2.79M | Sell |
76,124
-172
| -0.2% | -$6.31K | 0.62% | 19 |
|
|
2021
Q1 | $2.77M | Buy |
76,296
+933
| +1% | +$33.8K | 0.7% | 18 |
|
|
2020
Q4 | $2.8M | Buy |
75,363
+6,338
| +9% | +$236K | 0.74% | 18 |
|
|
2020
Q3 | $2.54M | Buy |
69,025
+12,517
| +22% | +$460K | 0.85% | 14 |
|
|
2020
Q2 | $2.06M | Buy |
56,508
+10,768
| +24% | +$393K | 0.94% | 17 |
|
|
2020
Q1 | $1.56M | Sell |
45,740
-28,915
| -39% | -$984K | 1.07% | 20 |
|
|
2019
Q4 | $2.64M | Buy |
74,655
+7,038
| +10% | +$249K | 1.62% | 15 |
|
|
2019
Q3 | $2.39M | Buy |
67,617
+11,380
| +20% | +$402K | 1.72% | 16 |
|
|
2019
Q2 | $1.96M | Buy |
56,237
+1,298
| +2% | +$45.3K | 1.48% | 18 |
|
|
2019
Q1 | $1.88M | Buy |
54,939
+9,774
| +22% | +$334K | 1.63% | 18 |
|
|
2018
Q4 | $1.49M | Buy |
+45,165
| New | +$1.49M | 1.58% | 15 |
|