JFS Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,476
| Closed | -$49.8K | – | 1989 |
|
|
2024
Q3 | $49.8K | Hold |
1,476
| – | – | ﹤0.01% | 472 |
|
|
2024
Q2 | $48.1K | Buy |
+1,476
| New | +$48.1K | ﹤0.01% | 419 |
|
|
2022
Q1 | – | Sell |
-526
| Closed | -$19K | – | 1956 |
|
|
2021
Q4 | $19K | Buy |
+526
| New | +$19K | ﹤0.01% | 578 |
|