EverSource 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Sell |
59,781
-3,722
| -6% | -$95.3K | 0.07% | 198 |
|
|
2025
Q1 | $1.62M | Buy |
+63,503
| New | +$1.62M | 0.09% | 178 |
|
|
2024
Q3 | – | Sell |
-212
| Closed | -$5.42K | – | 3118 |
|
|
2024
Q2 | $5.42K | Buy |
212
+201
| +1,827% | +$5.14K | ﹤0.01% | 2197 |
|
|
2024
Q1 | $270 | Buy |
+11
| New | +$270 | ﹤0.01% | 2782 |
|
|
2022
Q2 | – | Sell |
-2,146
| Closed | -$60K | – | 1878 |
|
|
2022
Q1 | $60K | Sell |
2,146
-615
| -22% | -$17.2K | 0.02% | 434 |
|
|
2021
Q4 | $82K | Buy |
+2,761
| New | +$82K | 0.02% | 335 |
|