Concert Wealth Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
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|
2017
Q1 | $543K | Sell |
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|
2016
Q4 | $629K | Sell |
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|
2016
Q3 | $7.91M | Buy |
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|
2016
Q2 | $7.72M | Buy |
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|
2016
Q1 | $5.98M | Buy |
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|
2015
Q4 | $5.61M | Sell |
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|
2015
Q3 | $6.04M | Sell |
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|
2015
Q2 | $6.13M | Buy |
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|
2015
Q1 | $5.14M | Buy |
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|
2014
Q4 | $3.62M | Buy |
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|
2014
Q3 | $933K | Buy |
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|
2014
Q2 | $922K | Buy |
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|
2014
Q1 | $907K | Buy |
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|
2013
Q4 | $867K | Buy |
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|
2013
Q3 | $867K | Sell |
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|
2013
Q2 | $893K | Buy |
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