HWM
Highwater Wealth Management’s SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-5,232
| Closed | -$302K | – | 52 |
|
|
2017
Q2 | $302K | Sell |
5,232
-3,306
| -39% | -$191K | 0.73% | 29 |
|
|
2017
Q1 | $488K | Sell |
8,538
-8,789
| -51% | -$502K | 1.47% | 18 |
|
|
2016
Q4 | $986K | Buy |
17,327
+485
| +3% | +$27.6K | 5.07% | 6 |
|
|
2016
Q3 | $998K | Buy |
+16,842
| New | +$998K | 5.58% | 5 |
|