EWM
Echo Wealth Management’s SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-15,642
| Closed | -$412K | – | 50 |
|
|
2022
Q2 | $412K | Sell |
15,642
-3,819
| -20% | -$101K | 0.55% | 28 |
|
|
2022
Q1 | $524K | Buy |
19,461
+1,210
| +7% | +$32.6K | 0.62% | 29 |
|
|
2021
Q4 | $533K | Buy |
18,251
+3,446
| +23% | +$101K | 0.61% | 33 |
|
|
2021
Q3 | $439K | Sell |
14,805
-913
| -6% | -$27.1K | 0.52% | 33 |
|
|
2021
Q2 | $475K | Sell |
15,718
-612
| -4% | -$18.5K | 0.61% | 32 |
|
|
2021
Q1 | $484K | Sell |
16,330
-2,196
| -12% | -$65.1K | 0.61% | 34 |
|
|
2020
Q4 | $570K | Buy |
+18,526
| New | +$570K | 0.75% | 27 |
|