Fortis Group Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,334
| Closed | -$241K | – | 530 |
|
|
2023
Q4 | $241K | Hold |
9,334
| – | – | 0.06% | 116 |
|
|
2023
Q3 | $241K | Sell |
9,334
-65
| -0.7% | -$1.68K | 0.07% | 109 |
|
|
2023
Q2 | $238K | Buy |
9,399
+65
| +0.7% | +$1.65K | 0.06% | 119 |
|
|
2023
Q1 | $241K | Buy |
+9,334
| New | +$241K | 0.07% | 112 |
|
|
2020
Q3 | $1.82M | Buy |
+59,031
| New | +$1.82M | 0.35% | 38 |
|