Golden State Equity Partners’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 |
-50
| Closed | -$1.68K | – | 812 |
|
2024
Q3 | $1.68K | Buy |
+50
| New | +$1.68K | ﹤0.01% | 711 |
|
2021
Q3 | – | Sell |
-6,150
| Closed | -$226K | – | 270 |
|
2021
Q2 | $226K | Buy |
6,150
+208
| +4% | +$7.64K | 0.09% | 217 |
|
2021
Q1 | $215K | Sell |
5,942
-1,829
| -24% | -$66.2K | 0.12% | 158 |
|
2020
Q4 | $288K | Buy |
+7,771
| New | +$288K | 0.2% | 126 |
|