Lake Point Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2K | Hold |
61
| – | – | ﹤0.01% | 337 |
|
|
2022
Q1 | $2K | Hold |
61
| – | – | ﹤0.01% | 345 |
|
|
2021
Q4 | $2K | Hold |
61
| – | – | ﹤0.01% | 349 |
|
|
2021
Q3 | $2K | Hold |
61
| – | – | ﹤0.01% | 331 |
|
|
2021
Q2 | $2K | Buy |
+61
| New | +$2K | ﹤0.01% | 345 |
|
|
2020
Q1 | $2K | Sell |
61
-86
| -59% | -$2.82K | ﹤0.01% | 272 |
|
|
2019
Q4 | $4K | Buy |
+147
| New | +$4K | ﹤0.01% | 404 |
|
|
2019
Q2 | $36K | Hold |
1,245
| – | – | 0.01% | 178 |
|
|
2019
Q1 | $36K | Sell |
1,245
-44,607
| -97% | -$1.29M | 0.01% | 178 |
|
|
2018
Q4 | $1.28M | Buy |
+45,852
| New | +$1.28M | 0.48% | 41 |
|