WP
WealthSource Partners’s SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-7,215
| Closed | -$230K | – | 553 |
|
|
2022
Q1 | $230K | Buy |
+7,215
| New | +$230K | 0.02% | 516 |
|
|
2019
Q3 | – | Sell |
-8,134
| Closed | -$278K | – | 443 |
|
|
2019
Q2 | $278K | Buy |
8,134
+284
| +4% | +$9.71K | 0.04% | 349 |
|
|
2019
Q1 | $260K | Buy |
7,850
+454
| +6% | +$15K | 0.06% | 278 |
|
|
2018
Q4 | $244K | Sell |
7,396
-101
| -1% | -$3.33K | 0.07% | 237 |
|
|
2018
Q3 | $252K | Buy |
7,497
+406
| +6% | +$13.6K | 0.07% | 244 |
|
|
2018
Q2 | $240K | Buy |
7,091
+102
| +1% | +$3.45K | 0.07% | 244 |
|
|
2018
Q1 | $252K | Sell |
6,989
-356
| -5% | -$12.8K | 0.08% | 234 |
|
|
2017
Q4 | $260K | Buy |
7,345
+383
| +6% | +$13.6K | 0.08% | 232 |
|
|
2017
Q3 | $241K | Buy |
+6,962
| New | +$241K | 0.08% | 236 |
|