FA
Fermata 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 | $2.16M | Sell |
84,214
-3,021
| -3% | -$77.3K | 0.58% | 54 |
|
2025
Q1 | $2.23M | Buy |
87,235
+6,495
| +8% | +$166K | 0.4% | 58 |
|
2024
Q4 | $2.02M | Sell |
80,740
-7,852
| -9% | -$196K | 0.38% | 59 |
|
2024
Q3 | $2.32M | Sell |
88,592
-129
| -0.1% | -$3.37K | 0.47% | 47 |
|
2024
Q2 | $2.23M | Buy |
88,721
+3,573
| +4% | +$89.6K | 0.51% | 48 |
|
2024
Q1 | $2.15M | Buy |
+85,148
| New | +$2.15M | 0.48% | 48 |
|