KWS
Keystone Wealth Services’s SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $982K | Sell |
38,340
-3,890
| -9% | -$99.6K | 0.24% | 104 |
|
|
2025
Q1 | $1.08M | Sell |
42,230
-18,842
| -31% | -$481K | 0.29% | 84 |
|
|
2024
Q4 | $1.53M | Sell |
61,072
-4,395
| -7% | -$110K | 0.4% | 55 |
|
|
2024
Q3 | $1.71M | Sell |
65,467
-509
| -0.8% | -$13.3K | 0.47% | 50 |
|
|
2024
Q2 | $1.66M | Sell |
65,976
-17,129
| -21% | -$430K | 0.52% | 46 |
|
|
2024
Q1 | $2.1M | Sell |
83,105
-6,958
| -8% | -$176K | 0.68% | 37 |
|
|
2023
Q4 | $2.31M | Buy |
90,063
+18,313
| +26% | +$470K | 0.79% | 30 |
|
|
2023
Q3 | $1.75M | Buy |
71,750
+6,236
| +10% | +$152K | 0.66% | 35 |
|
|
2023
Q2 | $1.66M | Buy |
65,514
+12,905
| +25% | +$327K | 0.62% | 37 |
|
|
2023
Q1 | $1.36M | Buy |
52,609
+11,834
| +29% | +$305K | 0.56% | 41 |
|
|
2022
Q4 | $1.02M | Buy |
+40,775
| New | +$1.02M | 0.45% | 52 |
|