Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $19.6K | Buy |
778
+389
| +100% | +$9.78K | ﹤0.01% | 665 |
|
|
2022
Q3 | $10K | Sell |
389
-4,030
| -91% | -$104K | ﹤0.01% | 659 |
|
|
2022
Q2 | $116K | Sell |
4,419
-1,137
| -20% | -$30K | 0.04% | 311 |
|
|
2022
Q1 | $154K | Buy |
+5,556
| New | +$154K | 0.04% | 314 |
|
|
2021
Q3 | $132K | Sell |
4,420
-61
| -1% | -$1.82K | 0.05% | 293 |
|
|
2021
Q2 | $134K | Buy |
+4,481
| New | +$134K | 0.05% | 289 |
|