Horst & Graben Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-9,557
| Closed | -$349K | – | 139 |
|
|
2021
Q3 | $349K | Sell |
9,557
-3,027
| -24% | -$111K | 0.1% | 100 |
|
|
2021
Q2 | $462K | Sell |
12,584
-15,780
| -56% | -$579K | 0.13% | 82 |
|
|
2021
Q1 | $1.03M | Sell |
28,364
-178,085
| -86% | -$6.45M | 0.32% | 44 |
|
|
2020
Q4 | $7.68M | Buy |
206,449
+16,267
| +9% | +$605K | 2.65% | 11 |
|
|
2020
Q3 | $6.99M | Buy |
190,182
+45,832
| +32% | +$1.68M | 2.71% | 11 |
|
|
2020
Q2 | $5.27M | Buy |
144,350
+52,305
| +57% | +$1.91M | 2.31% | 10 |
|
|
2020
Q1 | $3.13M | Buy |
+92,045
| New | +$3.13M | 1.65% | 12 |
|