Institute for Wealth Management’s SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-12,077
| Closed | -$373K | – | 438 |
|
|
2020
Q2 | $373K | Sell |
12,077
-765
| -6% | -$23.6K | 0.09% | 288 |
|
|
2020
Q1 | $388K | Buy |
12,842
+22
| +0.2% | +$665 | 0.12% | 228 |
|
|
2019
Q4 | $377K | Buy |
12,820
+1,159
| +10% | +$34.1K | 0.09% | 301 |
|
|
2019
Q3 | $346K | Buy |
11,661
+253
| +2% | +$7.51K | 0.09% | 301 |
|
|
2019
Q2 | $333K | Buy |
11,408
+1,479
| +15% | +$43.2K | 0.07% | 331 |
|
|
2019
Q1 | $283K | Buy |
9,929
+1,502
| +18% | +$42.8K | 0.06% | 349 |
|
|
2018
Q4 | $235K | Buy |
+8,427
| New | +$235K | 0.1% | 223 |
|