BWM
BKM Wealth Management’s SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,069
| Closed | -$263K | – | 165 |
|
|
2024
Q3 | $263K | Buy |
10,069
+1,135
| +13% | +$29.7K | 0.11% | 142 |
|
|
2024
Q2 | $224K | Buy |
+8,934
| New | +$224K | 0.11% | 136 |
|
|
2024
Q1 | – | Sell |
-6,171
| Closed | -$158K | – | 498 |
|
|
2023
Q4 | $158K | Buy |
+6,171
| New | +$158K | 0.07% | 169 |
|