Buttonwood Financial Group’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
Q3 | – | Sell |
-17,251
| Closed | -$429K | – | 30 |
|
2024
Q2 | $429K | Sell |
17,251
-50,413
| -75% | -$1.25M | 0.24% | 25 |
|
2024
Q1 | $1.71M | Buy |
+67,664
| New | +$1.71M | 1.01% | 18 |
|
2023
Q2 | – | Sell |
-21,482
| Closed | -$554K | – | 28 |
|
2023
Q1 | $554K | Buy |
21,482
+4,289
| +25% | +$111K | 0.55% | 17 |
|
2022
Q4 | $432K | Sell |
17,193
-68
| -0.4% | -$1.71K | 0.39% | 22 |
|
2022
Q3 | $427K | Buy |
+17,261
| New | +$427K | 0.44% | 17 |
|
2022
Q2 | – | Sell |
-25,013
| Closed | -$697K | – | 22 |
|
2022
Q1 | $697K | Buy |
+25,013
| New | +$697K | 0.52% | 15 |
|