IWP
Icon Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-4
| Closed | – | – | 681 |
|
|
2019
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 908 |
|
|
2018
Q3 | – | Sell |
-1,463
| Closed | -$49K | – | 658 |
|
|
2018
Q2 | $49K | Sell |
1,463
-3,361
| -70% | -$113K | 0.02% | 390 |
|
|
2018
Q1 | $162K | Sell |
4,824
-3,562
| -42% | -$120K | 0.09% | 185 |
|
|
2017
Q4 | $287K | Buy |
+8,386
| New | +$287K | 0.14% | 139 |
|