B. Riley Wealth Advisors’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
Q4 | $203K | Buy |
+8,129
| New | +$203K | 0.01% | 1038 |
|
|
2024
Q2 | – | Sell |
-8,309
| Closed | -$202K | – | 1584 |
|
|
2024
Q1 | $202K | Buy |
8,309
+488
| +6% | +$11.9K | 0.01% | 1272 |
|
|
2023
Q4 | $201K | Sell |
7,821
-488
| -6% | -$12.5K | 0.01% | 1264 |
|
|
2023
Q3 | $202K | Buy |
+8,309
| New | +$202K | 0.01% | 1272 |
|
|
2023
Q2 | – | Sell |
-9,001
| Closed | -$232K | – | 1637 |
|
|
2023
Q1 | $232K | Sell |
9,001
-4,281
| -32% | -$110K | 0.01% | 1214 |
|
|
2022
Q4 | $334K | Sell |
13,282
-2,691
| -17% | -$67.6K | 0.01% | 987 |
|
|
2022
Q3 | $399K | Buy |
+15,973
| New | +$399K | 0.01% | 863 |
|
|
2022
Q1 | – | Sell |
-7,350
| Closed | -$218K | – | 1494 |
|
|
2021
Q4 | $218K | Sell |
7,350
-167
| -2% | -$4.95K | 0.01% | 1235 |
|
|
2021
Q3 | $225K | Buy |
+7,517
| New | +$225K | 0.01% | 1188 |
|
|
2015
Q1 | – | Sell |
-1,300
| Closed | -$38 | – | 1772 |
|
|
2014
Q4 | $38 | Buy |
+1,300
| New | +$38 | ﹤0.01% | 2240 |
|
|
2014
Q3 | – | Sell |
-1,300
| Closed | -$37.7K | – | 1711 |
|
|
2014
Q2 | $37.7K | Buy |
+1,300
| New | +$37.7K | 0.01% | 1155 |
|