CWM
CCG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-17,015
| Closed | -$508K | – | 115 |
|
|
2021
Q3 | $508K | Buy |
+17,015
| New | +$508K | 0.29% | 53 |
|
|
2020
Q1 | – | Sell |
-109,072
| Closed | -$3.21M | – | 89 |
|
|
2019
Q4 | $3.21M | Buy |
109,072
+39,653
| +57% | +$1.17M | 2.03% | 16 |
|
|
2019
Q3 | $2.06M | Buy |
69,419
+46,619
| +204% | +$1.38M | 1.4% | 23 |
|
|
2019
Q2 | $665K | Buy |
+22,800
| New | +$665K | 0.47% | 35 |
|