Aveo Capital Partners’s SPDR Loomis Sayles Opportunistic Bond ETF OBND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-42,342
| Closed | -$1.08M | – | 102 |
|
|
2025
Q1 | $1.08M | Sell |
42,342
-117,455
| -74% | -$3M | 0.18% | 73 |
|
|
2024
Q4 | $4.11M | Sell |
159,797
-10,338
| -6% | -$266K | 0.45% | 61 |
|
|
2024
Q3 | $4.51M | Sell |
170,135
-59,681
| -26% | -$1.58M | 0.48% | 61 |
|
|
2024
Q2 | $5.91M | Buy |
229,816
+8,927
| +4% | +$230K | 0.67% | 43 |
|
|
2024
Q1 | $5.66M | Sell |
220,889
-41,143
| -16% | -$1.06M | 0.62% | 46 |
|
|
2023
Q4 | $6.86M | Sell |
262,032
-9,501
| -3% | -$249K | 0.83% | 34 |
|
|
2023
Q3 | $6.81M | Buy |
271,533
+232,254
| +591% | +$5.82M | 0.89% | 26 |
|
|
2023
Q2 | $1.01M | Sell |
39,279
-238,797
| -86% | -$6.12M | 0.13% | 129 |
|
|
2023
Q1 | $7.21M | Buy |
278,076
+79,092
| +40% | +$2.05M | 0.96% | 26 |
|
|
2022
Q4 | $5.06M | Buy |
+198,984
| New | +$5.06M | 0.76% | 38 |
|