OWA
Outlook Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Buy |
6,478
+256
| +4% | +$8.6K | 0.06% | 261 |
|
|
2025
Q1 | $207K | Sell |
6,222
-5,441
| -47% | -$181K | 0.06% | 258 |
|
|
2024
Q4 | $382K | Buy |
+11,663
| New | +$382K | 0.11% | 187 |
|
|
2023
Q1 | – | Sell |
-7,817
| Closed | -$249K | – | 200 |
|
|
2022
Q4 | $249K | Buy |
7,817
+1
| +0% | +$32 | 0.12% | 151 |
|
|
2022
Q3 | $245K | Sell |
7,816
-227
| -3% | -$7.12K | 0.11% | 163 |
|
|
2022
Q2 | $262K | Sell |
8,043
-338
| -4% | -$11K | 0.11% | 161 |
|
|
2022
Q1 | $287K | Sell |
8,381
-60
| -0.7% | -$2.06K | 0.1% | 165 |
|
|
2021
Q4 | $305K | Sell |
8,441
-72
| -0.8% | -$2.6K | 0.09% | 167 |
|
|
2021
Q3 | $311K | Buy |
8,513
+23
| +0.3% | +$840 | 0.1% | 175 |
|
|
2021
Q2 | $312K | Sell |
8,490
-129
| -1% | -$4.74K | 0.1% | 175 |
|
|
2021
Q1 | $312K | Sell |
8,619
-268
| -3% | -$9.7K | 0.11% | 165 |
|
|
2020
Q4 | $330K | Sell |
8,887
-161
| -2% | -$5.98K | 0.12% | 153 |
|
|
2020
Q3 | $333K | Sell |
9,048
-604
| -6% | -$22.2K | 0.13% | 144 |
|
|
2020
Q2 | $353K | Sell |
9,652
-639
| -6% | -$23.4K | 0.15% | 133 |
|
|
2020
Q1 | $350K | Buy |
+10,291
| New | +$350K | 0.2% | 105 |
|