TWA
TCI Wealth Advisors’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
Q1 | – | Sell |
-2,396
| Closed | -$87K | – | 2439 |
|
|
2021
Q4 | $87K | Buy |
+2,396
| New | +$87K | 0.01% | 293 |
|
|
2019
Q3 | – | Sell |
-2,099
| Closed | -$73K | – | 1615 |
|
|
2019
Q2 | $73K | Hold |
2,099
| – | – | 0.03% | 254 |
|
|
2019
Q1 | $72K | Buy |
2,099
+1,664
| +383% | +$57.1K | 0.03% | 280 |
|
|
2018
Q4 | $14K | Buy |
+435
| New | +$14K | 0.01% | 543 |
|