AWA
Aquire Wealth Advisors’s SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.22M | Sell |
125,686
-1,961
| -2% | -$50.2K | 0.86% | 15 |
|
|
2025
Q1 | $3.26M | Sell |
127,647
-5,495
| -4% | -$140K | 1% | 14 |
|
|
2024
Q4 | $3.33M | Sell |
133,142
-5,762
| -4% | -$144K | 1.03% | 14 |
|
|
2024
Q3 | $3.63M | Sell |
138,904
-3,822
| -3% | -$99.9K | 1.14% | 14 |
|
|
2024
Q2 | $3.58M | Sell |
142,726
-899
| -0.6% | -$22.6K | 1.2% | 15 |
|
|
2024
Q1 | $3.63M | Sell |
143,625
-9,649
| -6% | -$244K | 1.27% | 15 |
|
|
2023
Q4 | $3.93M | Sell |
153,274
-918
| -0.6% | -$23.5K | 1.49% | 14 |
|
|
2023
Q3 | $3.75M | Sell |
154,192
-10,443
| -6% | -$254K | 1.57% | 15 |
|
|
2023
Q2 | $4.18M | Sell |
164,635
-1,341
| -0.8% | -$34K | 1.67% | 15 |
|
|
2023
Q1 | $4.28M | Sell |
165,976
-1,952
| -1% | -$50.3K | 1.87% | 14 |
|
|
2022
Q4 | $4.22M | Sell |
167,928
-4,293
| -2% | -$108K | 2.1% | 15 |
|
|
2022
Q3 | $4.3M | Sell |
172,221
-2,753
| -2% | -$68.7K | 2.49% | 13 |
|
|
2022
Q2 | $4.61M | Sell |
174,974
-3,307
| -2% | -$87.1K | 2.69% | 14 |
|
|
2022
Q1 | $4.95M | Sell |
178,281
-94
| -0.1% | -$2.61K | 2.64% | 13 |
|
|
2021
Q4 | $5.28M | Buy |
+178,375
| New | +$5.28M | 2.77% | 11 |
|