LAS
LWM Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-149,577
| Closed | -$4.76M | – | 86 |
|
|
2022
Q4 | $4.76M | Buy |
149,577
+142,093
| +1,899% | +$4.52M | 5.26% | 6 |
|
|
2022
Q3 | $234K | Buy |
7,484
+980
| +15% | +$30.6K | 0.26% | 102 |
|
|
2022
Q2 | $212K | Sell |
6,504
-1,342
| -17% | -$43.7K | 0.25% | 104 |
|
|
2022
Q1 | $268K | Buy |
7,846
+1,314
| +20% | +$44.9K | 0.33% | 89 |
|
|
2021
Q4 | $236K | Buy |
+6,532
| New | +$236K | 0.29% | 97 |
|