LA
LexAurum 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-20,824
| Closed | -$774K | – | 250 |
|
|
2020
Q4 | $774K | Buy |
20,824
+5,124
| +33% | +$190K | 0.28% | 90 |
|
|
2020
Q3 | $577K | Buy |
15,700
+9,354
| +147% | +$344K | 0.24% | 92 |
|
|
2020
Q2 | $232K | Sell |
6,346
-148
| -2% | -$5.41K | 0.13% | 170 |
|
|
2020
Q1 | $221K | Sell |
6,494
-5,986
| -48% | -$204K | 0.15% | 151 |
|
|
2019
Q4 | $441K | Sell |
12,480
-144
| -1% | -$5.09K | 0.22% | 113 |
|
|
2019
Q3 | $445K | Buy |
12,624
+6,088
| +93% | +$215K | 0.26% | 94 |
|
|
2019
Q2 | $228K | Buy |
+6,536
| New | +$228K | 0.14% | 146 |
|
|
2018
Q3 | – | Sell |
-6,488
| Closed | -$216K | – | 175 |
|
|
2018
Q2 | $216K | Sell |
6,488
-1,665
| -20% | -$55.4K | 0.19% | 123 |
|
|
2018
Q1 | $273K | Sell |
8,153
-880
| -10% | -$29.5K | 0.23% | 108 |
|
|
2017
Q4 | $308K | Buy |
+9,033
| New | +$308K | 0.29% | 96 |
|