SPWM
Straight Path Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-100,471
| Closed | -$3.15M | – | 77 |
|
|
2022
Q3 | $3.15M | Sell |
100,471
-5,869
| -6% | -$184K | 2.83% | 10 |
|
|
2022
Q2 | $3.47M | Sell |
106,340
-1,931
| -2% | -$63K | 3.4% | 5 |
|
|
2022
Q1 | $3.7M | Buy |
108,271
+6,688
| +7% | +$228K | 3.13% | 6 |
|
|
2021
Q4 | $3.67M | Buy |
+101,583
| New | +$3.67M | 3.2% | 5 |
|