Stone House Investment Management’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
2019
Q4
Sell
-7,451
Closed -$263K 47
2019
Q3
$263K Sell
7,451
-10,630
-59% -$375K 0.13% 41
2019
Q2
$632K Sell
18,081
-6,501
-26% -$227K 0.33% 30
2019
Q1
$840K Sell
24,582
-5,081
-17% -$174K 0.44% 31
2018
Q4
$980K Buy
29,663
+621
+2% +$20.5K 0.62% 27
2018
Q3
$967K Buy
+29,042
New +$967K 0.55% 30