WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $217K | Buy |
6,295
+1,188
| +23% | +$41K | 0.05% | 353 |
|
|
2017
Q1 | $174K | Sell |
5,107
-1,344
| -21% | -$45.8K | 0.05% | 361 |
|
|
2016
Q4 | $219K | Buy |
+6,451
| New | +$219K | 0.05% | 359 |
|
|
2016
Q2 | – | Sell |
-2,270
| Closed | -$78K | – | 1679 |
|
|
2016
Q1 | $78K | Buy |
2,270
+743
| +49% | +$25.5K | 0.02% | 543 |
|
|
2015
Q4 | $51K | Buy |
1,527
+449
| +42% | +$15K | 0.02% | 654 |
|
|
2015
Q3 | $37K | Buy |
1,078
+742
| +221% | +$25.5K | 0.01% | 732 |
|
|
2015
Q2 | $11K | Buy |
+336
| New | +$11K | ﹤0.01% | 1166 |
|
|
2015
Q1 | – | Sell |
-9
| Closed | – | – | 2042 |
|
|
2014
Q4 | $0 | Buy |
+9
| New | – | ﹤0.01% | 2204 |
|