United Capital Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,392
| Closed | -$242K | – | 1101 |
|
|
2024
Q1 | $242K | Buy |
7,392
+705
| +11% | +$23K | ﹤0.01% | 948 |
|
|
2023
Q4 | $220K | Sell |
6,687
-454
| -6% | -$14.9K | ﹤0.01% | 970 |
|
|
2023
Q3 | $225K | Buy |
7,141
+48
| +0.7% | +$1.51K | ﹤0.01% | 779 |
|
|
2023
Q2 | $228K | Sell |
7,093
-3,523
| -33% | -$113K | ﹤0.01% | 828 |
|
|
2023
Q1 | $345K | Sell |
10,616
-1,780
| -14% | -$57.8K | ﹤0.01% | 787 |
|
|
2022
Q4 | $395K | Sell |
12,396
-1,850
| -13% | -$58.9K | ﹤0.01% | 803 |
|
|
2022
Q3 | $446K | Sell |
14,246
-12,687
| -47% | -$397K | ﹤0.01% | 787 |
|
|
2022
Q2 | $879K | Buy |
26,933
+16,802
| +166% | +$548K | ﹤0.01% | 658 |
|
|
2022
Q1 | $346K | Sell |
10,131
-1,253
| -11% | -$42.8K | ﹤0.01% | 946 |
|
|
2021
Q4 | $412K | Sell |
11,384
-4,829
| -30% | -$175K | ﹤0.01% | 916 |
|
|
2021
Q3 | $592K | Buy |
16,213
+2,021
| +14% | +$73.8K | ﹤0.01% | 810 |
|
|
2021
Q2 | $521K | Buy |
14,192
+1,105
| +8% | +$40.6K | ﹤0.01% | 848 |
|
|
2021
Q1 | $474K | Sell |
13,087
-9,244
| -41% | -$335K | ﹤0.01% | 857 |
|
|
2020
Q4 | $830K | Buy |
22,331
+8,192
| +58% | +$304K | 0.01% | 722 |
|
|
2020
Q3 | $520K | Buy |
14,139
+3,953
| +39% | +$145K | ﹤0.01% | 819 |
|
|
2020
Q2 | $372K | Sell |
10,186
-3,619
| -26% | -$132K | ﹤0.01% | 949 |
|
|
2020
Q1 | $470K | Sell |
13,805
-168,029
| -92% | -$5.72M | ﹤0.01% | 836 |
|
|
2019
Q4 | $6.42M | Sell |
181,834
-1,908
| -1% | -$67.4K | 0.04% | 377 |
|
|
2019
Q3 | $6.48M | Sell |
183,742
-32,400
| -15% | -$1.14M | 0.05% | 355 |
|
|
2019
Q2 | $7.55M | Sell |
216,142
-5,226
| -2% | -$183K | 0.05% | 338 |
|
|
2019
Q1 | $7.56M | Sell |
221,368
-25,619
| -10% | -$875K | 0.05% | 329 |
|
|
2018
Q4 | $8.16M | Buy |
246,987
+203,685
| +470% | +$6.73M | 0.06% | 288 |
|
|
2018
Q3 | $1.44M | Buy |
+43,302
| New | +$1.44M | 0.01% | 676 |
|
|
2017
Q1 | – | Sell |
-20,742
| Closed | -$703K | – | 1288 |
|
|
2016
Q4 | $703K | Buy |
+20,742
| New | +$703K | 0.01% | 841 |
|