PFA
Peak Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,241
| Closed | -$321K | – | 76 |
|
|
2022
Q3 | $321K | Sell |
10,241
-165
| -2% | -$5.17K | 0.39% | 40 |
|
|
2022
Q2 | $340K | Buy |
10,406
+1,717
| +20% | +$56.1K | 0.34% | 53 |
|
|
2022
Q1 | $297K | Sell |
8,689
-1,065
| -11% | -$36.4K | 0.25% | 65 |
|
|
2021
Q4 | $353K | Buy |
+9,754
| New | +$353K | 0.27% | 59 |
|
|
2021
Q1 | – | Sell |
-19,177
| Closed | -$713K | – | 84 |
|
|
2020
Q4 | $713K | Buy |
+19,177
| New | +$713K | 0.61% | 41 |
|