Advocacy Wealth Management Services’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $391K | Hold |
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|
2023
Q3 | $371K | Hold |
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|
2023
Q2 | $387K | Hold |
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|
2023
Q1 | $393K | Buy |
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|
2022
Q4 | $342K | Buy |
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|
2022
Q3 | $333K | Sell |
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|
2022
Q2 | $1.18M | Buy |
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|
2022
Q1 | $123K | Hold |
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|
2021
Q4 | $131K | Hold |
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|
2021
Q3 | $132K | Hold |
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|
2021
Q2 | $133K | Buy |
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|
2021
Q1 | $85K | Hold |
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|
2020
Q4 | $88K | Hold |
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|
2020
Q3 | $88K | Hold |
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|
2020
Q2 | $89K | Sell |
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|
2020
Q1 | $97K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $288K | Buy |
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