Falcon Wealth Planning’s SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $812K | Sell |
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|
2025
Q2 | $831K | Sell |
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|
2025
Q1 | $892K | Sell |
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|
2024
Q4 | $951K | Buy |
|
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|
2024
Q3 | $446K | Sell |
|
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|
2024
Q2 | $484K | Sell |
|
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|
2024
Q1 | $855K | Sell |
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|
2023
Q4 | $924K | Buy |
|
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|
2023
Q3 | $387K | Buy |
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|
2023
Q2 | $262K | Hold |
|
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|
2023
Q1 | $266K | Sell |
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|
2022
Q4 | $302K | Sell |
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|
2022
Q3 | $345K | Sell |
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|
2022
Q2 | $576K | Buy |
|