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 |
|