DWP
Destiny 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 | $1.46M | Sell |
56,900
-994
| -2% | -$25.4K | 0.2% | 70 |
|
|
2025
Q1 | $1.48M | Hold |
57,894
| – | – | 0.23% | 70 |
|
|
2024
Q4 | $1.45M | Hold |
57,894
| – | – | 0.24% | 70 |
|
|
2024
Q3 | $1.51M | Sell |
57,894
-1,853
| -3% | -$48.4K | 0.27% | 69 |
|
|
2024
Q2 | $1.5M | Sell |
59,747
-1,241
| -2% | -$31.1K | 0.27% | 68 |
|
|
2024
Q1 | $1.54M | Sell |
60,988
-145
| -0.2% | -$3.67K | 0.28% | 63 |
|
|
2023
Q4 | $1.56M | Sell |
61,133
-3,068
| -5% | -$78.1K | 0.29% | 63 |
|
|
2023
Q3 | $1.56M | Sell |
64,201
-948
| -1% | -$23.1K | 0.32% | 65 |
|
|
2023
Q2 | $1.65M | Sell |
65,149
-248
| -0.4% | -$6.29K | 0.32% | 64 |
|
|
2023
Q1 | $1.69M | Buy |
65,397
+27,084
| +71% | +$698K | 0.35% | 60 |
|
|
2022
Q4 | $963K | Buy |
38,313
+32,987
| +619% | +$829K | 0.21% | 72 |
|
|
2022
Q3 | $133K | Hold |
5,326
| – | – | 0.03% | 209 |
|
|
2022
Q2 | $140K | Sell |
5,326
-75
| -1% | -$1.97K | 0.03% | 214 |
|
|
2022
Q1 | $150K | Sell |
5,401
-1,429
| -21% | -$39.7K | 0.03% | 182 |
|
|
2021
Q4 | $202K | Hold |
6,830
| – | – | 0.04% | 172 |
|
|
2021
Q3 | $204K | Sell |
6,830
-628
| -8% | -$18.8K | 0.04% | 166 |
|
|
2021
Q2 | $224K | Hold |
7,458
| – | – | 0.04% | 177 |
|
|
2021
Q1 | $221K | Sell |
7,458
-37
| -0.5% | -$1.1K | 0.05% | 160 |
|
|
2020
Q4 | $231K | Buy |
+7,495
| New | +$231K | 0.05% | 195 |
|