Bridgeworth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.78M | Sell |
69,585
-12,828
| -16% | -$329K | 0.18% | 56 |
|
|
2023
Q3 | $2.01M | Buy |
82,413
+23,638
| +40% | +$575K | 0.22% | 46 |
|
|
2023
Q2 | $1.49M | Buy |
58,775
+24,207
| +70% | +$614K | 0.16% | 57 |
|
|
2023
Q1 | $892K | Buy |
+34,568
| New | +$892K | 0.11% | 81 |
|
|
2021
Q2 | – | Sell |
-7,883
| Closed | -$234K | – | 135 |
|
|
2021
Q1 | $234K | Sell |
7,883
-500
| -6% | -$14.8K | 0.07% | 112 |
|
|
2020
Q4 | $258K | Sell |
8,383
-1,021
| -11% | -$31.4K | 0.09% | 103 |
|
|
2020
Q3 | $290K | Buy |
+9,404
| New | +$290K | 0.11% | 94 |
|