LWP
Legacy Wealth Partners’s SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $3.65M | Sell |
121,510
-13,377
| -10% | -$401K | 2.03% | 11 |
|
|
2021
Q1 | $4M | Buy |
134,887
+27,083
| +25% | +$803K | 2.34% | 11 |
|
|
2020
Q4 | $3.32M | Sell |
107,804
-19,565
| -15% | -$602K | 2.09% | 12 |
|
|
2020
Q3 | $3.92M | Buy |
127,369
+43,476
| +52% | +$1.34M | 2.78% | 9 |
|
|
2020
Q2 | $2.59M | Sell |
83,893
-24,069
| -22% | -$743K | 1.96% | 15 |
|
|
2020
Q1 | $3.26M | Sell |
107,962
-17,395
| -14% | -$526K | 3.04% | 11 |
|
|
2019
Q4 | $3.73M | Buy |
+125,357
| New | +$3.73M | 2.72% | 13 |
|