WealthPLAN Partners’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-42	Closed	-$1.35K	–	1044
2023 Q2	$1.35K	Sell	42 -149	-78%	-$4.81K	﹤0.01%	1117
2023 Q1	$6.21K	Buy	+191	New	+$6.16K	﹤0.01%	961
2020 Q4	–	Sell	-13,860	Closed	-$510K	–	350
2020 Q3	$510K	Sell	13,860 -933	-6%	-$34.3K	0.05%	194
2020 Q2	$545K	Buy	14,793 +1,354	+10%	+$48.2K	0.06%	177
2020 Q1	$474K	Buy	13,439 +2,972	+28%	+$104K	0.06%	157
2019 Q4	$374K	Sell	10,467 -584	-5%	-$20.6K	0.04%	179
2019 Q3	$388K	Buy	11,051 +2,486	+29%	+$87.2K	0.05%	164
2019 Q2	$300K	Sell	8,565 -386	-4%	-$13.2K	0.05%	183
2019 Q1	$306K	Sell	8,951 -578	-6%	-$19.4K	0.05%	199
2018 Q4	$321K	Buy	9,529 +829	+10%	+$27.3K	0.05%	186
2018 Q3	$286K	Buy	+8,700	New	+$290K	0.05%	193
2016 Q3	$6.18K	Sell	178 -409	-70%	-$14.3K	﹤0.01%	674
2016 Q2	$6.22K	Buy	+587	New	+$20.2K	﹤0.01%	1905