PWMG
Private Wealth Management Group’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 | $353K | Hold |
10,512
| – | – | 0.12% | 64 |
|
|
2025
Q1 | $349K | Buy |
10,512
+20
| +0.2% | +$665 | 0.13% | 62 |
|
|
2024
Q4 | $344K | Sell |
10,492
-687
| -6% | -$22.5K | 0.13% | 62 |
|
|
2024
Q3 | $377K | Buy |
11,179
+4,459
| +66% | +$150K | 0.15% | 56 |
|
|
2024
Q2 | $219K | Buy |
6,720
+268
| +4% | +$8.73K | 0.09% | 71 |
|
|
2024
Q1 | $211K | Buy |
6,452
+6,371
| +7,865% | +$208K | 0.1% | 65 |
|
|
2023
Q4 | $2.66K | Buy |
+81
| New | +$2.66K | ﹤0.01% | 859 |
|