GYL Financial Synergies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-19,924
| Closed | -$647K | – | 353 |
|
|
2023
Q1 | $647K | Sell |
19,924
-4,833
| -20% | -$157K | 0.08% | 167 |
|
|
2022
Q4 | $788K | Sell |
24,757
-1,227
| -5% | -$39.1K | 0.17% | 81 |
|
|
2022
Q3 | $814K | Sell |
25,984
-527
| -2% | -$16.5K | 0.22% | 64 |
|
|
2022
Q2 | $865K | Sell |
26,511
-638
| -2% | -$20.8K | 0.24% | 60 |
|
|
2022
Q1 | $927K | Sell |
27,149
-433
| -2% | -$14.8K | 0.22% | 59 |
|
|
2021
Q4 | $997K | Buy |
+27,582
| New | +$997K | 0.27% | 61 |
|