KMS Financial Services’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
2014
Q3
$875K Sell
30,338
-1,730
-5% -$49.9K 0.12% 175
2014
Q2
$930K Sell
32,068
-1,042
-3% -$30.2K 0.13% 168
2014
Q1
$946K Buy
33,110
+1,498
+5% +$42.8K 0.15% 158
2013
Q4
$891K Sell
31,612
-182
-0.6% -$5.13K 0.15% 156
2013
Q3
$905K Sell
31,794
-1,570
-5% -$44.7K 0.22% 113
2013
Q2
$946K Buy
+33,364
New +$946K 0.26% 95