Perigon Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.45M | Buy |
132,543
+45
| +0% | +$1.51K | 0.1% | 189 |
|
|
2025
Q1 | $4.4M | Buy |
132,498
+2,840
| +2% | +$94.4K | 0.11% | 181 |
|
|
2024
Q4 | $4.25M | Buy |
129,658
+2,869
| +2% | +$94K | 0.1% | 183 |
|
|
2024
Q3 | $4.27M | Sell |
126,789
-2,768
| -2% | -$93.3K | 0.11% | 165 |
|
|
2024
Q2 | $4.22M | Sell |
129,557
-312
| -0.2% | -$10.2K | 0.12% | 156 |
|
|
2024
Q1 | $4.25M | Buy |
+129,869
| New | +$4.25M | 0.13% | 159 |
|
|
2021
Q1 | – | Sell |
-1,107
| Closed | -$41K | – | 941 |
|
|
2020
Q4 | $41K | Buy |
+1,107
| New | +$41K | ﹤0.01% | 800 |
|