RCA
Rowland Carmichael Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $4.23M | Sell |
113,713
-7,181
| -6% | -$267K | 1.34% | 13 |
|
|
2020
Q3 | $4.44M | Buy |
120,894
+13,195
| +12% | +$485K | 1.74% | 7 |
|
|
2020
Q2 | $3.93M | Buy |
107,699
+22,752
| +27% | +$831K | 1.67% | 9 |
|
|
2020
Q1 | $2.89M | Sell |
84,947
-5,482
| -6% | -$186K | 1.47% | 9 |
|
|
2019
Q4 | $3.19M | Sell |
90,429
-17,140
| -16% | -$605K | 1.1% | 15 |
|
|
2019
Q3 | $3.8M | Buy |
107,569
+18,511
| +21% | +$653K | 1.3% | 13 |
|
|
2019
Q2 | $3.11M | Buy |
89,058
+23,956
| +37% | +$837K | 1.08% | 14 |
|
|
2019
Q1 | $2.23M | Buy |
65,102
+37,044
| +132% | +$1.27M | 0.82% | 17 |
|
|
2018
Q4 | $927K | Sell |
28,058
-6,698
| -19% | -$221K | 0.41% | 43 |
|
|
2018
Q3 | $1.16M | Buy |
+34,756
| New | +$1.16M | 0.45% | 46 |
|