Strategic Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-8,044
| Closed | -$294K | – | 127 |
|
|
2020
Q2 | $294K | Hold |
8,044
| – | – | 0.17% | 70 |
|
|
2020
Q1 | $274K | Hold |
8,044
| – | – | 0.2% | 59 |
|
|
2019
Q4 | $284K | Hold |
8,044
| – | – | 0.18% | 70 |
|
|
2019
Q3 | $284K | Sell |
8,044
-2,439
| -23% | -$86.1K | 0.2% | 63 |
|
|
2019
Q2 | $366K | Buy |
10,483
+4,208
| +67% | +$147K | 0.28% | 52 |
|
|
2019
Q1 | $214K | Sell |
6,275
-622
| -9% | -$21.2K | 0.18% | 74 |
|
|
2018
Q4 | $228K | Buy |
+6,897
| New | +$228K | 0.22% | 68 |
|