Number of Shares
5,974.00
Current Holdings Value*
$211,000.00
% of Portfolio
100%
Total Estimate Gain
$30,448.22
% of Total Estimate Gain
1.82%

Chessman Wealth Strategies RIA's SPDR Portfolio Intermediate Term Corporate Bond ETF Holding Summary

As of 2019-12-31, Chessman Wealth Strategies RIA held 5,974.00 shares of SPDR Portfolio Intermediate Term Corporate Bond ETF(SPIB), totaling $211,000.00. This investment constitutes 100% of their stock portfolio, and Chessman Wealth Strategies RIA now holds 0% of the outstanding SPDR Portfolio Intermediate Term Corporate Bond ETF(SPIB) stock.

The initial trade took place in 2019Q2. And since then Chessman Wealth Strategies RIA has made 1 purchases of SPIB, at an average price of $34.29, for a total of 48,789.00 shares. In addition, there have been 2 sales at an average price of $35.11 for 42,815.00 shares. Based on historical transaction data and SPIB's current price of $33.49, Chessman Wealth Strategies RIA's estimated gain on his SPIB holdings is $30,448.22, reflecting a 1.82% gain to date.

Chessman Wealth Strategies RIA SPIB ($33.49) Holding Chart

Chessman Wealth Strategies RIA SPIB ($33.49) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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