Liberty Wealth Management’s SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-35,035
| Closed | -$35K | – | 258 |
|
|
2024
Q2 | $35K | Buy |
+35,035
| New | +$35K | 0.01% | 219 |
|
|
2021
Q4 | – | Sell |
-871
| Closed | -$32K | – | 967 |
|
|
2021
Q3 | $32K | Buy |
871
+40
| +5% | +$1.47K | 0.01% | 528 |
|
|
2021
Q2 | $31K | Sell |
831
-804
| -49% | -$30K | 0.01% | 414 |
|
|
2021
Q1 | $60K | Hold |
1,635
| – | – | 0.03% | 249 |
|
|
2020
Q4 | $60K | Buy |
1,635
+9
| +0.6% | +$330 | 0.03% | 247 |
|
|
2020
Q3 | $60K | Buy |
1,626
+1,573
| +2,968% | +$58K | 0.04% | 207 |
|
|
2020
Q2 | $2K | Buy |
+53
| New | +$2K | ﹤0.01% | 752 |
|