GYL Financial Synergies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-158,940
| Closed | -$4.1M | – | 352 |
|
|
2023
Q1 | $4.1M | Sell |
158,940
-3,049
| -2% | -$78.6K | 0.49% | 52 |
|
|
2022
Q4 | $4.07M | Sell |
161,989
-81,762
| -34% | -$2.05M | 0.88% | 26 |
|
|
2022
Q3 | $6.08M | Sell |
243,751
-21,673
| -8% | -$541K | 1.66% | 15 |
|
|
2022
Q2 | $6.99M | Sell |
265,424
-5,380
| -2% | -$142K | 1.91% | 11 |
|
|
2022
Q1 | $7.53M | Sell |
270,804
-13,101
| -5% | -$364K | 1.8% | 12 |
|
|
2021
Q4 | $8.41M | Buy |
283,905
+268,782
| +1,777% | +$7.96M | 2.27% | 10 |
|
|
2021
Q3 | $451K | Buy |
+15,123
| New | +$451K | 0.23% | 110 |
|