KIG
Kowal Investment Group’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
Q3 | $2.43M | Buy |
72,021
+14,018
| +24% | +$473K | 0.45% | 37 |
|
|
2024
Q2 | $1.89M | Buy |
58,003
+7,412
| +15% | +$241K | 0.38% | 39 |
|
|
2024
Q1 | $1.65M | Sell |
50,591
-16,828
| -25% | -$550K | 0.36% | 40 |
|
|
2023
Q4 | $2.21M | Buy |
67,419
+4,054
| +6% | +$133K | 0.52% | 27 |
|
|
2023
Q3 | $1.99M | Buy |
63,365
+16,471
| +35% | +$518K | 0.54% | 23 |
|
|
2023
Q2 | $1.51M | Sell |
46,894
-12,582
| -21% | -$404K | 0.4% | 34 |
|
|
2023
Q1 | $1.93M | Buy |
59,476
+15,535
| +35% | +$505K | 0.55% | 25 |
|
|
2022
Q4 | $1.4M | Buy |
43,941
+7,463
| +20% | +$238K | 0.42% | 32 |
|
|
2022
Q3 | $1.14M | Buy |
+36,478
| New | +$1.14M | 0.39% | 31 |
|
|
2021
Q4 | – | Sell |
-458
| Closed | -$17K | – | 821 |
|
|
2021
Q3 | $17K | Buy |
+458
| New | +$17K | 0.01% | 413 |
|