Accurate Wealth Management’s SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-8,547
Closed -$204K 291
2023
Q3
$204K Sell
8,547
-843
-9% -$20.2K 0.06% 255
2023
Q2
$238K Sell
9,390
-995
-10% -$25.2K 0.07% 235
2023
Q1
$268K Sell
10,385
-129
-1% -$3.33K 0.09% 206
2022
Q4
$269K Buy
+10,514
New +$269K 0.1% 178