BWA
Burt 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 | $7.4M | Sell |
289,174
-3,062
| -1% | -$78.4K | 1.69% | 13 |
|
|
2025
Q1 | $7.46M | Sell |
292,236
-15,105
| -5% | -$386K | 1.87% | 14 |
|
|
2024
Q4 | $7.68M | Sell |
307,341
-9,233
| -3% | -$231K | 1.95% | 14 |
|
|
2024
Q3 | $8.28M | Sell |
316,574
-4,863
| -2% | -$127K | 2.04% | 14 |
|
|
2024
Q2 | $8.06M | Sell |
321,437
-8,585
| -3% | -$215K | 2.13% | 14 |
|
|
2024
Q1 | $8.34M | Buy |
330,022
+287
| +0.1% | +$7.26K | 2.12% | 14 |
|
|
2023
Q4 | $8.45M | Buy |
+329,735
| New | +$8.45M | 2.41% | 14 |
|
|
2022
Q3 | – | Sell |
-317,265
| Closed | -$8.36M | – | 98 |
|
|
2022
Q2 | $8.36M | Buy |
+317,265
| New | +$8.36M | 2.91% | 14 |
|