Midwest Heritage Bank’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
Q2 | – | Sell |
-7,798
| Closed | -$255K | – | 57 |
|
|
2024
Q1 | $255K | Sell |
7,798
-2,767
| -26% | -$90.5K | 0.13% | 46 |
|
|
2023
Q4 | $347K | Hold |
10,565
| – | – | 0.24% | 37 |
|
|
2023
Q3 | $332K | Hold |
10,565
| – | – | 0.25% | 38 |
|
|
2023
Q2 | $339K | Hold |
10,565
| – | – | 0.26% | 37 |
|
|
2023
Q1 | $343K | Sell |
10,565
-559
| -5% | -$18.2K | 0.28% | 38 |
|
|
2022
Q4 | $354K | Sell |
11,124
-277
| -2% | -$8.82K | 0.34% | 44 |
|
|
2022
Q3 | $357K | Hold |
11,401
| – | – | 0.37% | 46 |
|
|
2022
Q2 | $372K | Sell |
11,401
-1,720
| -13% | -$56.1K | 0.34% | 46 |
|
|
2022
Q1 | $448K | Sell |
13,121
-3,702
| -22% | -$126K | 0.35% | 37 |
|
|
2021
Q4 | $608K | Buy |
+16,823
| New | +$608K | 0.59% | 29 |
|