Integrated Wealth Management’s SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $416K | Sell |
13,037
-725
| -5% | -$23.1K | 0.14% | 150 |
|
|
2016
Q4 | $434K | Sell |
13,762
-1,229
| -8% | -$38.8K | 0.16% | 141 |
|
|
2016
Q3 | $494K | Sell |
14,991
-10,241
| -41% | -$337K | 0.18% | 123 |
|
|
2016
Q2 | $825K | Buy |
25,232
+7,060
| +39% | +$231K | 0.32% | 71 |
|
|
2016
Q1 | $579K | Buy |
18,172
+7,053
| +63% | +$225K | 0.24% | 88 |
|
|
2015
Q4 | $345K | Buy |
11,119
+155
| +1% | +$4.81K | 0.15% | 125 |
|
|
2015
Q3 | $345K | Buy |
10,964
+1,130
| +11% | +$35.6K | 0.15% | 125 |
|
|
2015
Q2 | $310K | Buy |
9,834
+4,458
| +83% | +$141K | 0.12% | 136 |
|
|
2015
Q1 | $176K | Buy |
+5,376
| New | +$176K | 0.07% | 203 |
|