LifePlan Financial Group’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $393K | Hold |
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|
2020
Q2 | $393K | Sell |
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|
2020
Q1 | $481K | Sell |
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|
2019
Q4 | $499K | Sell |
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|
2019
Q3 | $571K | Buy |
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|
2019
Q2 | $552K | Buy |
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|
2019
Q1 | $225K | Buy |
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|
2018
Q4 | $205K | Hold |
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|
2018
Q3 | $204K | Hold |
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|
2018
Q2 | $206K | Hold |
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|
2018
Q1 | $208K | Buy |
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