EP Wealth Advisors’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 |
-5,458
| Closed | -$144K | – | 597 |
|
|
2022
Q2 | $144K | Buy |
5,458
+221
| +4% | +$5.83K | ﹤0.01% | 609 |
|
|
2022
Q1 | $146K | Buy |
+5,237
| New | +$146K | ﹤0.01% | 601 |
|
|
2021
Q4 | – | Sell |
-8,023
| Closed | -$239K | – | 564 |
|
|
2021
Q3 | $239K | Sell |
8,023
-1,563
| -16% | -$46.6K | 0.01% | 477 |
|
|
2021
Q2 | $288K | Buy |
+9,586
| New | +$288K | 0.01% | 450 |
|
|
2018
Q4 | – | Sell |
-7,465
| Closed | -$207K | – | 298 |
|
|
2018
Q3 | $207K | Buy |
+7,465
| New | +$207K | 0.02% | 268 |
|