Independent Solutions Wealth Management’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
Q3 | – | Sell |
-11,537
| Closed | -$293K | – | 222 |
|
|
2023
Q2 | $293K | Sell |
11,537
-1,410
| -11% | -$35.8K | 0.07% | 173 |
|
|
2023
Q1 | $334K | Sell |
12,947
-2,513
| -16% | -$64.8K | 0.1% | 149 |
|
|
2022
Q4 | $389K | Sell |
15,460
-162
| -1% | -$4.07K | 0.12% | 138 |
|
|
2022
Q3 | $390K | Buy |
15,622
+2,644
| +20% | +$66K | 0.13% | 135 |
|
|
2022
Q2 | $342K | Sell |
12,978
-110
| -0.8% | -$2.9K | 0.11% | 147 |
|
|
2022
Q1 | $364K | Sell |
13,088
-132
| -1% | -$3.67K | 0.09% | 158 |
|
|
2021
Q4 | $392K | Buy |
13,220
+560
| +4% | +$16.6K | 0.09% | 155 |
|
|
2021
Q3 | $378K | Buy |
12,660
+647
| +5% | +$19.3K | 0.09% | 160 |
|
|
2021
Q2 | $361K | Buy |
12,013
+2,016
| +20% | +$60.5K | 0.09% | 160 |
|
|
2021
Q1 | $296K | Buy |
9,997
+2,174
| +28% | +$64.5K | 0.08% | 151 |
|
|
2020
Q4 | $241K | Sell |
7,823
-144
| -2% | -$4.43K | 0.08% | 166 |
|
|
2020
Q3 | $245K | Buy |
7,967
+212
| +3% | +$6.53K | 0.09% | 146 |
|
|
2020
Q2 | $239K | Sell |
7,755
-7
| -0.1% | -$216 | 0.1% | 137 |
|
|
2020
Q1 | $235K | Buy |
7,762
+407
| +6% | +$12.3K | 0.13% | 113 |
|
|
2019
Q4 | $216K | Buy |
+7,355
| New | +$216K | 0.1% | 151 |
|