Kingswood Wealth Advisors’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 | $271K | Sell |
10,573
-890
| -8% | -$22.8K | 0.02% | 603 |
|
|
2025
Q1 | $293K | Sell |
11,463
-1,917
| -14% | -$49K | 0.03% | 558 |
|
|
2024
Q4 | $334K | Buy |
13,380
+732
| +6% | +$18.3K | 0.03% | 570 |
|
|
2024
Q3 | $331K | Buy |
12,648
+1,108
| +10% | +$29K | 0.02% | 554 |
|
|
2024
Q2 | $290K | Sell |
11,540
-2,250
| -16% | -$56.5K | 0.03% | 533 |
|
|
2024
Q1 | $349K | Buy |
+13,790
| New | +$349K | 0.04% | 436 |
|