MWC
MBM Wealth Consultants’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-9,912
| Closed | -$338K | – | 304 |
|
|
2022
Q1 | $338K | Sell |
9,912
-1,018
| -9% | -$34.7K | 0.14% | 77 |
|
|
2021
Q4 | $395K | Buy |
10,930
+324
| +3% | +$11.7K | 0.16% | 70 |
|
|
2021
Q3 | $387K | Buy |
10,606
+280
| +3% | +$10.2K | 0.18% | 72 |
|
|
2021
Q2 | $379K | Sell |
10,326
-422
| -4% | -$15.5K | 0.18% | 77 |
|
|
2021
Q1 | $389K | Buy |
10,748
+2,702
| +34% | +$97.8K | 0.2% | 70 |
|
|
2020
Q4 | $299K | Buy |
+8,046
| New | +$299K | 0.16% | 75 |
|