Advocacy Wealth Management Services’s SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-15,244
| Closed | -$391K | – | 58 |
|
|
2023
Q4 | $391K | Hold |
15,244
| – | – | 0.04% | 48 |
|
|
2023
Q3 | $371K | Hold |
15,244
| – | – | 0.04% | 34 |
|
|
2023
Q2 | $387K | Hold |
15,244
| – | – | 0.04% | 33 |
|
|
2023
Q1 | $393K | Buy |
15,244
+1,629
| +12% | +$42K | 0.05% | 34 |
|
|
2022
Q4 | $342K | Buy |
13,615
+330
| +2% | +$8.29K | 0.05% | 36 |
|
|
2022
Q3 | $333K | Sell |
13,285
-31,530
| -70% | -$790K | 0.05% | 32 |
|
|
2022
Q2 | $1.18M | Buy |
44,815
+40,388
| +912% | +$1.06M | 0.19% | 25 |
|
|
2022
Q1 | $123K | Hold |
4,427
| – | – | 0.02% | 33 |
|
|
2021
Q4 | $131K | Hold |
4,427
| – | – | 0.02% | 37 |
|
|
2021
Q3 | $132K | Hold |
4,427
| – | – | 0.02% | 38 |
|
|
2021
Q2 | $133K | Buy |
4,427
+1,557
| +54% | +$46.8K | 0.02% | 40 |
|
|
2021
Q1 | $85K | Hold |
2,870
| – | – | 0.02% | 51 |
|
|
2020
Q4 | $88K | Hold |
2,870
| – | – | 0.01% | 51 |
|
|
2020
Q3 | $88K | Hold |
2,870
| – | – | 0.01% | 52 |
|
|
2020
Q2 | $89K | Sell |
2,870
-336
| -10% | -$10.4K | 0.02% | 47 |
|
|
2020
Q1 | $97K | Buy |
+3,206
| New | +$97K | 0.02% | 33 |
|
|
2013
Q3 | – | Sell |
-10,140
| Closed | -$288K | – | 307 |
|
|
2013
Q2 | $288K | Buy |
+10,140
| New | +$288K | 1.15% | 24 |
|