Householder Group Estate & Retirement Specialist’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
Q4 | $167K | Sell |
6,683
-57
| -0.8% | -$1.42K | 0.12% | 112 |
|
2024
Q3 | $176K | Sell |
6,740
-70
| -1% | -$1.83K | 0.05% | 266 |
|
2024
Q2 | $170K | Sell |
6,810
-1,004
| -13% | -$25.1K | 0.05% | 266 |
|
2024
Q1 | $198K | Sell |
7,814
-4,534
| -37% | -$115K | 0.06% | 243 |
|
2023
Q4 | $316K | Buy |
12,348
+79
| +0.6% | +$2.02K | 0.1% | 176 |
|
2023
Q3 | $299K | Buy |
+12,269
| New | +$299K | 0.11% | 166 |
|
2023
Q1 | $226K | Buy |
+8,750
| New | +$226K | 0.09% | 187 |
|
2022
Q4 | – | Sell |
-1,433
| Closed | -$35K | – | 1009 |
|
2022
Q3 | $35K | Buy |
+1,433
| New | +$35K | 0.01% | 464 |
|