WFAG
Wescott Financial Advisory Group’s SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,125
| Closed | -$206K | – | 176 |
|
|
2024
Q3 | $206K | Buy |
+6,125
| New | +$206K | 0.02% | 166 |
|
|
2024
Q2 | – | Sell |
-6,121
| Closed | -$200K | – | 169 |
|
|
2024
Q1 | $200K | Buy |
6,121
+1
| +0% | +$33 | 0.02% | 154 |
|
|
2023
Q4 | $201K | Buy |
+6,120
| New | +$201K | 0.03% | 159 |
|
|
2023
Q3 | – | Sell |
-6,311
| Closed | -$203K | – | 163 |
|
|
2023
Q2 | $203K | Sell |
6,311
-144
| -2% | -$4.62K | 0.04% | 154 |
|
|
2023
Q1 | $210K | Sell |
6,455
-9,972
| -61% | -$324K | 0.05% | 149 |
|
|
2022
Q4 | $523K | Sell |
16,427
-5,014
| -23% | -$160K | 0.11% | 90 |
|
|
2022
Q3 | $672K | Sell |
21,441
-21,537
| -50% | -$675K | 0.19% | 70 |
|
|
2022
Q2 | $1.4M | Sell |
42,978
-12,193
| -22% | -$398K | 0.38% | 42 |
|
|
2022
Q1 | $1.88M | Buy |
+55,171
| New | +$1.88M | 0.49% | 34 |
|