Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $643K | Buy |
20,198
+9,345
| +86% | +$297K | 0.09% | 159 |
|
|
2022
Q3 | $340K | Sell |
10,853
-2,323
| -18% | -$72.8K | 0.11% | 134 |
|
|
2022
Q2 | $430K | Sell |
13,176
-1,111
| -8% | -$36.3K | 0.14% | 108 |
|
|
2022
Q1 | $488K | Buy |
+14,287
| New | +$488K | 0.13% | 120 |
|
|
2021
Q3 | $753K | Sell |
20,616
-9,542
| -32% | -$349K | 0.27% | 72 |
|
|
2021
Q2 | $1.11M | Buy |
+30,158
| New | +$1.11M | 0.42% | 51 |
|