CWP
Concord Wealth Partners’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 | $255K | Sell |
9,952
-20
| -0.2% | -$512 | 0.04% | 182 |
|
|
2025
Q1 | $255K | Sell |
9,972
-13
| -0.1% | -$332 | 0.04% | 175 |
|
|
2024
Q4 | $250K | Buy |
9,985
+3,647
| +58% | +$91.1K | 0.04% | 184 |
|
|
2024
Q3 | $166K | Buy |
6,338
+55
| +0.9% | +$1.44K | 0.03% | 218 |
|
|
2024
Q2 | $158K | Buy |
6,283
+240
| +4% | +$6.02K | 0.03% | 214 |
|
|
2024
Q1 | $153K | Sell |
6,043
-127
| -2% | -$3.21K | 0.03% | 231 |
|
|
2023
Q4 | $158K | Buy |
6,170
+57
| +0.9% | +$1.46K | 0.03% | 229 |
|
|
2023
Q3 | $149K | Buy |
6,113
+836
| +16% | +$20.3K | 0.03% | 225 |
|
|
2023
Q2 | $134K | Sell |
5,277
-368
| -7% | -$9.34K | 0.03% | 237 |
|
|
2023
Q1 | $146K | Sell |
5,645
-542
| -9% | -$14K | 0.04% | 205 |
|
|
2022
Q4 | $155K | Buy |
+6,187
| New | +$155K | 0.05% | 192 |
|
|
2022
Q3 | – | Sell |
-1,996
| Closed | -$53K | – | 996 |
|
|
2022
Q2 | $53K | Buy |
1,996
+1,946
| +3,892% | +$51.7K | 0.01% | 365 |
|
|
2022
Q1 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 1246 |
|