HWM
Hohimer 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
Q1 | – | Sell |
-5,759
| Closed | -$208K | – | 225 |
|
|
2021
Q4 | $208K | Hold |
5,759
| – | – | 0.04% | 183 |
|
|
2021
Q3 | $210K | Hold |
5,759
| – | – | 0.04% | 166 |
|
|
2021
Q2 | $211K | Hold |
5,759
| – | – | 0.04% | 172 |
|
|
2021
Q1 | $209K | Sell |
5,759
-918
| -14% | -$33.3K | 0.05% | 167 |
|
|
2020
Q4 | $248K | Hold |
6,677
| – | – | 0.07% | 161 |
|
|
2020
Q3 | $246K | Buy |
6,677
+916
| +16% | +$33.7K | 0.07% | 162 |
|
|
2020
Q2 | $210K | Buy |
5,761
+2
| +0% | +$73 | 0.07% | 171 |
|
|
2020
Q1 | $203K | Sell |
5,759
-1,594
| -22% | -$56.2K | 0.09% | 169 |
|
|
2019
Q4 | $260K | Buy |
+7,353
| New | +$260K | 0.09% | 208 |
|