Executive 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-68,683
| Closed | -$2.12M | – | 155 |
|
|
2020
Q2 | $2.12M | Sell |
68,683
-22,220
| -24% | -$686K | 0.32% | 57 |
|
|
2020
Q1 | $2.75M | Buy |
90,903
+80,066
| +739% | +$2.42M | 0.49% | 43 |
|
|
2019
Q4 | $318K | Sell |
10,837
-39,595
| -79% | -$1.16M | 0.04% | 123 |
|
|
2019
Q3 | $1.49M | Sell |
50,432
-83,311
| -62% | -$2.47M | 0.23% | 67 |
|
|
2019
Q2 | $3.9M | Buy |
+133,743
| New | +$3.9M | 0.55% | 43 |
|