Concord Wealth Partners’s 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Sell |
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|
2025
Q1 | $255K | Sell |
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|
2024
Q4 | $250K | Buy |
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|
2024
Q3 | $166K | Buy |
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|
2024
Q2 | $158K | Buy |
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|
2024
Q1 | $153K | Sell |
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|
2023
Q4 | $158K | Buy |
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|
2023
Q3 | $149K | Buy |
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|
2023
Q2 | $134K | Sell |
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|
2023
Q1 | $146K | Sell |
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|
2022
Q4 | $155K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $53K | Buy |
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|
2022
Q1 | $1K | Buy |
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