Dogwood Wealth Management’s SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.92K | Hold |
392
| – | – | ﹤0.01% | 280 |
|
2025
Q1 | $10K | Hold |
392
| – | – | 0.01% | 192 |
|
2024
Q4 | $9.8K | Hold |
392
| – | – | 0.01% | 186 |
|
2024
Q3 | $10.2K | Buy |
392
+2
| +0.5% | +$52 | 0.01% | 161 |
|
2024
Q2 | $9.79K | Sell |
390
-16,212
| -98% | -$407K | 0.01% | 174 |
|
2024
Q1 | $420K | Sell |
16,602
-9,517
| -36% | -$241K | 0.28% | 52 |
|
2023
Q4 | $670K | Buy |
+26,119
| New | +$670K | 0.52% | 36 |
|