WealthPLAN Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-42
| Closed | -$1.35K | – | 1044 |
|
|
2023
Q2 | $1.35K | Sell |
42
-149
| -78% | -$4.79K | ﹤0.01% | 1117 |
|
|
2023
Q1 | $6.21K | Buy |
+191
| New | +$6.21K | ﹤0.01% | 961 |
|
|
2020
Q4 | – | Sell |
-13,860
| Closed | -$510K | – | 343 |
|
|
2020
Q3 | $510K | Sell |
13,860
-933
| -6% | -$34.3K | 0.05% | 193 |
|
|
2020
Q2 | $545K | Buy |
14,793
+1,354
| +10% | +$49.9K | 0.06% | 176 |
|
|
2020
Q1 | $474K | Buy |
13,439
+2,972
| +28% | +$105K | 0.06% | 157 |
|
|
2019
Q4 | $374K | Sell |
10,467
-584
| -5% | -$20.9K | 0.04% | 179 |
|
|
2019
Q3 | $388K | Buy |
11,051
+2,486
| +29% | +$87.3K | 0.05% | 164 |
|
|
2019
Q2 | $300K | Sell |
8,565
-386
| -4% | -$13.5K | 0.05% | 183 |
|
|
2019
Q1 | $306K | Sell |
8,951
-578
| -6% | -$19.8K | 0.05% | 199 |
|
|
2018
Q4 | $321K | Buy |
9,529
+829
| +10% | +$27.9K | 0.05% | 186 |
|
|
2018
Q3 | $286K | Buy |
+8,700
| New | +$286K | 0.05% | 193 |
|
|
2016
Q3 | $6.18K | Sell |
178
-409
| -70% | -$14.2K | ﹤0.01% | 674 |
|
|
2016
Q2 | $6.22K | Buy |
+587
| New | +$6.22K | ﹤0.01% | 1905 |
|