WWP
WR Wealth Planners’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 | $2.1M | Buy |
64,035
+4,705
| +8% | +$154K | 0.67% | 22 |
|
|
2024
Q3 | $2M | Buy |
59,330
+6,758
| +13% | +$228K | 0.56% | 32 |
|
|
2024
Q2 | $1.71M | Buy |
52,572
+5,320
| +11% | +$173K | 0.52% | 33 |
|
|
2024
Q1 | $1.54M | Sell |
47,252
-193,799
| -80% | -$6.34M | 0.48% | 36 |
|
|
2023
Q4 | $7.91M | Buy |
241,051
+742
| +0.3% | +$24.4K | 2.94% | 9 |
|
|
2023
Q3 | $7.56M | Buy |
240,309
+27,522
| +13% | +$866K | 2.88% | 8 |
|
|
2023
Q2 | $6.83M | Buy |
212,787
+11,095
| +6% | +$356K | 2.65% | 9 |
|
|
2023
Q1 | $6.55M | Buy |
201,692
+200,980
| +28,228% | +$6.53M | 2.83% | 7 |
|
|
2022
Q4 | $22.7K | Hold |
712
| – | – | 0.01% | 208 |
|
|
2022
Q3 | $22.3K | Sell |
712
-225
| -24% | -$7.05K | 0.02% | 199 |
|
|
2022
Q2 | $30.6K | Hold |
937
| – | – | 0.02% | 203 |
|
|
2022
Q1 | $32K | Buy |
+937
| New | +$32K | 0.02% | 198 |
|