EWM
EPG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Hold |
0
| – | – | – | 454 |
|
|
2024
Q2 | – | Sell |
-26
| Closed | -$657 | – | 439 |
|
|
2024
Q1 | $657 | Hold |
26
| – | – | ﹤0.01% | 439 |
|
|
2023
Q4 | $650 | Hold |
26
| – | – | ﹤0.01% | 418 |
|
|
2023
Q3 | $633 | Sell |
26
-27
| -51% | -$657 | ﹤0.01% | 413 |
|
|
2023
Q2 | $1.35K | Sell |
53
-228
| -81% | -$5.79K | ﹤0.01% | 402 |
|
|
2023
Q1 | $7.23K | Hold |
281
| – | – | ﹤0.01% | 378 |
|
|
2022
Q4 | $7.05K | Hold |
281
| – | – | ﹤0.01% | 346 |
|
|
2022
Q3 | $7K | Buy |
+281
| New | +$7K | ﹤0.01% | 350 |
|
|
2022
Q2 | – | Sell |
-561
| Closed | -$16K | – | 372 |
|
|
2022
Q1 | $16K | Buy |
561
+280
| +100% | +$7.99K | 0.01% | 341 |
|
|
2021
Q4 | $8K | Hold |
281
| – | – | ﹤0.01% | 366 |
|
|
2021
Q3 | $8K | Buy |
+281
| New | +$8K | ﹤0.01% | 341 |
|