Mosaic Family Wealth’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
2019
Q2
Sell
-221
Closed -$8K 543
2019
Q1
$8K Hold
221
﹤0.01% 523
2018
Q4
$7K Sell
221
-53
-19% -$1.68K ﹤0.01% 529
2018
Q3
$9K Sell
274
-597
-69% -$19.6K ﹤0.01% 512
2018
Q2
$29K Sell
871
-5
-0.6% -$166 0.01% 393
2018
Q1
$29K Buy
876
+19
+2% +$629 0.01% 377
2017
Q4
$29K Buy
+857
New +$29K 0.01% 403