Sowell Financial Services’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
Q4 | – | Sell |
-24,779
| Closed | -$835K | – | 594 |
|
|
2024
Q3 | $835K | Buy |
24,779
+8,773
| +55% | +$296K | 0.04% | 370 |
|
|
2024
Q2 | $521K | Buy |
16,006
+4,579
| +40% | +$149K | 0.02% | 431 |
|
|
2024
Q1 | $374K | Sell |
11,427
-3,566
| -24% | -$117K | 0.02% | 491 |
|
|
2023
Q4 | $492K | Buy |
14,993
+4,913
| +49% | +$161K | 0.03% | 431 |
|
|
2023
Q3 | $317K | Sell |
10,080
-664
| -6% | -$20.9K | 0.02% | 456 |
|
|
2023
Q2 | $345K | Buy |
+10,744
| New | +$345K | 0.02% | 499 |
|
|
2023
Q1 | – | Sell |
-12,144
| Closed | -$387K | – | 827 |
|
|
2022
Q4 | $387K | Buy |
+12,144
| New | +$387K | 0.03% | 458 |
|
|
2021
Q2 | – | Sell |
-26,413
| Closed | -$964K | – | 2409 |
|
|
2021
Q1 | $964K | Sell |
26,413
-1,358
| -5% | -$49.6K | 0.03% | 428 |
|
|
2020
Q4 | $1.03M | Sell |
27,771
-3,290
| -11% | -$122K | 0.04% | 323 |
|
|
2020
Q3 | $1.14M | Sell |
31,061
-2,648
| -8% | -$97.4K | 0.06% | 269 |
|
|
2020
Q2 | $1.23M | Buy |
33,709
+16,202
| +93% | +$592K | 0.07% | 236 |
|
|
2020
Q1 | $595K | Buy |
17,507
+5,765
| +49% | +$196K | 0.04% | 351 |
|
|
2019
Q4 | $415K | Buy |
11,742
+8,208
| +232% | +$290K | 0.03% | 506 |
|
|
2019
Q3 | $125K | Buy |
+3,534
| New | +$125K | 0.01% | 774 |
|