Towerpoint Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,718
| Closed | -$211K | – | 83 |
|
|
2023
Q3 | $211K | Sell |
6,718
-4,349
| -39% | -$137K | 0.13% | 73 |
|
|
2023
Q2 | $355K | Sell |
11,067
-5,215
| -32% | -$167K | 0.2% | 62 |
|
|
2023
Q1 | $529K | Sell |
16,282
-1,346
| -8% | -$43.7K | 0.3% | 51 |
|
|
2022
Q4 | $561K | Buy |
17,628
+1,958
| +12% | +$62.3K | 0.32% | 48 |
|
|
2022
Q3 | $491K | Sell |
15,670
-4,485
| -22% | -$141K | 0.3% | 52 |
|
|
2022
Q2 | $658K | Buy |
+20,155
| New | +$658K | 0.39% | 44 |
|