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 |
|