Laurel Wealth Advisors (California)’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
Q4 | $3.44M | Sell |
137,018
-151,245
| -52% | -$3.8M | 0.34% | 69 |
|
|
2022
Q3 | $7.19M | Buy |
288,263
+247,347
| +605% | +$6.17M | 0.77% | 23 |
|
|
2022
Q2 | $1.08M | Sell |
40,916
-25,144
| -38% | -$662K | 0.11% | 203 |
|
|
2022
Q1 | $1.84M | Sell |
66,060
-168,136
| -72% | -$4.67M | 0.15% | 147 |
|
|
2021
Q4 | $6.94M | Buy |
+234,196
| New | +$6.94M | 0.54% | 34 |
|
|
2021
Q3 | – | Sell |
-349,928
| Closed | -$10.5M | – | 500 |
|
|
2021
Q2 | $10.5M | Sell |
349,928
-26,381
| -7% | -$792K | 1.36% | 9 |
|
|
2021
Q1 | $11.2M | Buy |
376,309
+60,460
| +19% | +$1.79M | 1.69% | 6 |
|
|
2020
Q4 | $9.73M | Buy |
315,849
+45,044
| +17% | +$1.39M | 1.43% | 8 |
|
|
2020
Q3 | $8.34M | Buy |
270,805
+5,862
| +2% | +$181K | 1.38% | 12 |
|
|
2020
Q2 | $8.18M | Buy |
264,943
+234,057
| +758% | +$7.22M | 1.5% | 8 |
|
|
2020
Q1 | $933K | Buy |
30,886
+3,314
| +12% | +$100K | 0.21% | 118 |
|
|
2019
Q4 | $810K | Buy |
+27,572
| New | +$810K | 0.14% | 171 |
|