Spire Wealth Management’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-223
| Closed | -$21.2K | – | 2182 |
|
|
2024
Q2 | $21.2K | Hold |
223
| – | – | ﹤0.01% | 1424 |
|
|
2024
Q1 | $21.4K | Sell |
223
-8
| -3% | -$767 | ﹤0.01% | 1498 |
|
|
2023
Q4 | $22.1K | Buy |
231
+8
| +4% | +$767 | ﹤0.01% | 1494 |
|
|
2023
Q3 | $20.3K | Sell |
223
-224
| -50% | -$20.4K | ﹤0.01% | 1498 |
|
|
2023
Q2 | $42.4K | Buy |
447
+3
| +0.7% | +$284 | ﹤0.01% | 1264 |
|
|
2023
Q1 | $42.7K | Buy |
444
+5
| +1% | +$481 | ﹤0.01% | 1265 |
|
|
2022
Q4 | $41K | Sell |
439
-48
| -10% | -$4.48K | ﹤0.01% | 1053 |
|
|
2022
Q3 | $44K | Buy |
487
+55
| +13% | +$4.97K | ﹤0.01% | 992 |
|
|
2022
Q2 | $42K | Buy |
432
+4
| +0.9% | +$389 | ﹤0.01% | 1363 |
|
|
2022
Q1 | $45K | Buy |
428
+2
| +0.5% | +$210 | ﹤0.01% | 1483 |
|
|
2021
Q4 | $48K | Buy |
426
+2
| +0.5% | +$225 | ﹤0.01% | 1750 |
|
|
2021
Q3 | $48K | Hold |
424
| – | – | ﹤0.01% | 1488 |
|
|
2021
Q2 | $49K | Sell |
424
-638
| -60% | -$73.7K | ﹤0.01% | 1493 |
|
|
2021
Q1 | $118K | Buy |
+1,062
| New | +$118K | ﹤0.01% | 1323 |
|