Peterson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-55,825
| Closed | -$1.75M | – | 61 |
|
|
2022
Q3 | $1.75M | Sell |
55,825
-1,996
| -3% | -$62.5K | 1.63% | 17 |
|
|
2022
Q2 | $1.89M | Buy |
57,821
+4,241
| +8% | +$138K | 2.44% | 12 |
|
|
2022
Q1 | $1.83M | Sell |
53,580
-27,398
| -34% | -$936K | 1.23% | 23 |
|
|
2021
Q4 | $2.93M | Buy |
80,978
+794
| +1% | +$28.7K | 1.95% | 17 |
|
|
2021
Q3 | $2.93M | Sell |
80,184
-1,073
| -1% | -$39.2K | 2.27% | 14 |
|
|
2021
Q2 | $2.98M | Sell |
81,257
-70,384
| -46% | -$2.58M | 2.33% | 14 |
|
|
2021
Q1 | $5.5M | Sell |
151,641
-11,411
| -7% | -$414K | 4.67% | 9 |
|
|
2020
Q4 | $6.06M | Buy |
163,052
+5,048
| +3% | +$188K | 4.92% | 8 |
|
|
2020
Q3 | $5.81M | Buy |
158,004
+15,852
| +11% | +$583K | 5.14% | 8 |
|
|
2020
Q2 | $5.19M | Sell |
142,152
-199
| -0.1% | -$7.27K | 5.16% | 7 |
|
|
2020
Q1 | $4.84M | Sell |
142,351
-3,060
| -2% | -$104K | 5.9% | 4 |
|
|
2019
Q4 | $5.15M | Buy |
+145,411
| New | +$5.15M | 4.68% | 8 |
|