UAS
United Asset Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-20,421
| Closed | -$720K | – | 213 |
|
|
2019
Q3 | $720K | Buy |
20,421
+2,024
| +11% | +$71.4K | 0.16% | 116 |
|
|
2019
Q2 | $643K | Buy |
18,397
+98
| +0.5% | +$3.43K | 0.15% | 119 |
|
|
2019
Q1 | $625K | Buy |
18,299
+188
| +1% | +$6.42K | 0.15% | 125 |
|
|
2018
Q4 | $598K | Sell |
18,111
-8,392
| -32% | -$277K | 0.16% | 114 |
|
|
2018
Q3 | $883K | Buy |
26,503
+8,839
| +50% | +$294K | 0.21% | 102 |
|
|
2018
Q2 | $588K | Buy |
17,664
+11,252
| +175% | +$375K | 0.16% | 125 |
|
|
2018
Q1 | $215K | Sell |
6,412
-18,001
| -74% | -$604K | 0.06% | 183 |
|
|
2017
Q4 | $835K | Buy |
+24,413
| New | +$835K | 0.22% | 97 |
|