Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-28
| Closed | -$1K | – | 1539 |
|
|
2021
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 1839 |
|
|
2020
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 1586 |
|
|
2020
Q3 | $1K | Sell |
28
-109
| -80% | -$3.89K | ﹤0.01% | 1475 |
|
|
2020
Q2 | $5K | Buy |
+137
| New | +$5K | ﹤0.01% | 1467 |
|
|
2020
Q1 | – | Sell |
-143
| Closed | -$5K | – | 1854 |
|
|
2019
Q4 | $5K | Buy |
143
+2
| +1% | +$70 | ﹤0.01% | 1283 |
|
|
2019
Q3 | $5K | Buy |
141
+1
| +0.7% | +$35 | ﹤0.01% | 1197 |
|
|
2019
Q2 | $5K | Buy |
140
+1
| +0.7% | +$36 | ﹤0.01% | 1220 |
|
|
2019
Q1 | $5K | Buy |
139
+1
| +0.7% | +$36 | ﹤0.01% | 1189 |
|
|
2018
Q4 | $5K | Sell |
138
-133
| -49% | -$4.82K | ﹤0.01% | 1090 |
|
|
2018
Q3 | $9K | Buy |
271
+137
| +102% | +$4.55K | ﹤0.01% | 997 |
|
|
2018
Q2 | $4K | Hold |
134
| – | – | ﹤0.01% | 1198 |
|
|
2018
Q1 | $4K | Hold |
134
| – | – | ﹤0.01% | 1207 |
|
|
2017
Q4 | $5K | Buy |
+134
| New | +$5K | ﹤0.01% | 1026 |
|