Wealth Alliance Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-9,936
| Closed | -$328K | – | 132 |
|
|
2018
Q4 | $328K | Sell |
9,936
-316,594
| -97% | -$10.5M | 0.25% | 72 |
|
|
2018
Q3 | $10.9M | Buy |
326,530
+10,909
| +3% | +$363K | 5.56% | 3 |
|
|
2018
Q2 | $10.5M | Buy |
315,621
+6,816
| +2% | +$227K | 5.76% | 3 |
|
|
2018
Q1 | $10.4M | Buy |
308,805
+124,255
| +67% | +$4.17M | 6.03% | 3 |
|
|
2017
Q4 | $6.32M | Buy |
+184,550
| New | +$6.32M | 5.67% | 2 |
|