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