Keener Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52K | Sell |
2,054
-563
| -22% | -$14.3K | 0.03% | 103 |
|
|
2025
Q1 | $66K | Hold |
2,617
| – | – | 0.04% | 75 |
|
|
2024
Q4 | $65K | Buy |
2,617
+1,560
| +148% | +$38.7K | 0.04% | 85 |
|
|
2024
Q3 | $27K | Sell |
1,057
-1,560
| -60% | -$39.8K | 0.02% | 102 |
|
|
2024
Q2 | $65K | Sell |
2,617
-1,566
| -37% | -$38.9K | 0.04% | 81 |
|
|
2024
Q1 | $106K | Hold |
4,183
| – | – | 0.07% | 62 |
|
|
2023
Q4 | $107K | Buy |
+4,183
| New | +$107K | 0.08% | 66 |
|