AMJ Financial Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $375K | Buy |
14,655
+440
| +3% | +$11.3K | 0.09% | 69 |
|
|
2025
Q1 | $363K | Buy |
14,215
+1,475
| +12% | +$37.7K | 0.11% | 70 |
|
|
2024
Q4 | $318K | Buy |
12,740
+1,066
| +9% | +$26.6K | 0.09% | 76 |
|
|
2024
Q3 | $305K | Sell |
11,674
-259
| -2% | -$6.77K | 0.09% | 76 |
|
|
2024
Q2 | $299K | Buy |
11,933
+165
| +1% | +$4.14K | 0.09% | 70 |
|
|
2024
Q1 | $297K | Buy |
11,768
+2,016
| +21% | +$51K | 0.1% | 68 |
|
|
2023
Q4 | $250K | Buy |
9,752
+276
| +3% | +$7.08K | 0.11% | 62 |
|
|
2023
Q3 | $231K | Buy |
9,476
+682
| +8% | +$16.6K | 0.11% | 60 |
|
|
2023
Q2 | $223K | Buy |
+8,794
| New | +$223K | 0.1% | 67 |
|
|
2022
Q2 | – | Sell |
-7,442
| Closed | -$207K | – | 81 |
|
|
2022
Q1 | $207K | Sell |
7,442
-20
| -0.3% | -$556 | 0.08% | 83 |
|
|
2021
Q4 | $221K | Buy |
+7,462
| New | +$221K | 0.08% | 91 |
|