Peterson Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $155K | Buy |
+4,610
| New | +$155K | 0.6% | 41 |
|
|
2024
Q1 | – | Sell |
-7,351
| Closed | -$241K | – | 30 |
|
|
2023
Q4 | $241K | Buy |
7,351
+99
| +1% | +$3.25K | 1.58% | 23 |
|
|
2023
Q3 | $228K | Buy |
7,252
+117
| +2% | +$3.68K | 2.27% | 17 |
|
|
2023
Q2 | $229K | Buy |
7,135
+30
| +0.4% | +$963 | 2.1% | 18 |
|
|
2023
Q1 | $231K | Sell |
7,105
-569
| -7% | -$18.5K | 2.32% | 18 |
|
|
2022
Q4 | $244K | Buy |
7,674
+34
| +0.4% | +$1.08K | 0.32% | 66 |
|
|
2022
Q3 | $239K | Sell |
7,640
-52
| -0.7% | -$1.63K | 0.23% | 67 |
|
|
2022
Q2 | $251K | Sell |
7,692
-975
| -11% | -$31.8K | 0.24% | 65 |
|
|
2022
Q1 | $296K | Buy |
8,667
+178
| +2% | +$6.08K | 0.25% | 66 |
|
|
2021
Q4 | $307K | Buy |
+8,489
| New | +$307K | 0.25% | 69 |
|