RCIM
Red Cedar Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-30,975
| Closed | -$995K | – | 88 |
|
|
2023
Q2 | $995K | Buy |
30,975
+4,664
| +18% | +$150K | 0.15% | 68 |
|
|
2023
Q1 | $855K | Hold |
26,311
| – | – | 0.13% | 70 |
|
|
2022
Q4 | $837K | Hold |
26,311
| – | – | 0.13% | 64 |
|
|
2022
Q3 | $824K | Sell |
26,311
-99,201
| -79% | -$3.11M | 0.14% | 59 |
|
|
2022
Q2 | $4.1M | Buy |
125,512
+108,743
| +648% | +$3.55M | 0.67% | 20 |
|
|
2022
Q1 | $573K | Hold |
16,769
| – | – | 0.08% | 79 |
|
|
2021
Q4 | $606K | Hold |
16,769
| – | – | 0.07% | 83 |
|
|
2021
Q3 | $612K | Buy |
16,769
+2,722
| +19% | +$99.3K | 0.08% | 83 |
|
|
2021
Q2 | $516K | Hold |
14,047
| – | – | 0.07% | 73 |
|
|
2021
Q1 | $509K | Buy |
14,047
+552
| +4% | +$20K | 0.07% | 76 |
|
|
2020
Q4 | $502K | Buy |
+13,495
| New | +$502K | 0.08% | 74 |
|