Lake Point Wealth Management’s SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $6K | Buy |
179
+61
| +52% | +$2.05K | ﹤0.01% | 216 |
|
|
2022
Q1 | $4K | Hold |
118
| – | – | ﹤0.01% | 275 |
|
|
2021
Q4 | $4K | Hold |
118
| – | – | ﹤0.01% | 285 |
|
|
2021
Q3 | $4K | Hold |
118
| – | – | ﹤0.01% | 268 |
|
|
2021
Q2 | $4K | Buy |
+118
| New | +$4K | ﹤0.01% | 281 |
|
|
2020
Q1 | $4K | Hold |
118
| – | – | ﹤0.01% | 199 |
|
|
2019
Q4 | $4K | Buy |
+118
| New | +$4K | ﹤0.01% | 406 |
|
|
2019
Q2 | $105K | Hold |
3,000
| – | – | 0.04% | 77 |
|
|
2019
Q1 | $105K | Sell |
3,000
-68,658
| -96% | -$2.4M | 0.04% | 77 |
|
|
2018
Q4 | $2.37M | Buy |
+71,658
| New | +$2.37M | 0.89% | 28 |
|