GPWA
Great Point Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-7,772
| Closed | -$288K | – | 55 |
|
|
2020
Q4 | $288K | Sell |
7,772
-656
| -8% | -$24.3K | 0.12% | 41 |
|
|
2020
Q3 | $307K | Hold |
8,428
| – | – | 0.16% | 38 |
|
|
2020
Q2 | $307K | Sell |
8,428
-29,035
| -78% | -$1.06M | 0.16% | 38 |
|
|
2020
Q1 | $1.27M | Sell |
37,463
-694,014
| -95% | -$23.6M | 1.06% | 19 |
|
|
2019
Q4 | $25.8M | Buy |
731,477
+51,520
| +8% | +$1.82M | 15.97% | 2 |
|
|
2019
Q3 | $24M | Buy |
679,957
+158,201
| +30% | +$5.58M | 16.34% | 2 |
|
|
2019
Q2 | $18.2M | Buy |
521,756
+44,632
| +9% | +$1.56M | 14.72% | 2 |
|
|
2019
Q1 | $16.3M | Buy |
477,124
+59,455
| +14% | +$2.03M | 13.85% | 2 |
|
|
2018
Q4 | $13.8M | Buy |
+417,669
| New | +$13.8M | 13.05% | 2 |
|