TPWM
Twelve Points 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-27,680
| Closed | -$881K | – | 168 |
|
|
2022
Q4 | $881K | Sell |
27,680
-2,776
| -9% | -$88.4K | 0.6% | 48 |
|
|
2022
Q3 | $954K | Buy |
30,456
+1,705
| +6% | +$53.4K | 0.74% | 35 |
|
|
2022
Q2 | $938K | Buy |
28,751
+10,100
| +54% | +$330K | 0.72% | 39 |
|
|
2022
Q1 | $637K | Buy |
18,651
+9,248
| +98% | +$316K | 0.48% | 81 |
|
|
2021
Q4 | $340K | Buy |
+9,403
| New | +$340K | 0.28% | 123 |
|