LifePlan Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $393K | Hold |
12,750
| – | – | 0.17% | 90 |
|
|
2020
Q2 | $393K | Sell |
12,750
-3,178
| -20% | -$98K | 0.18% | 88 |
|
|
2020
Q1 | $481K | Sell |
15,928
-1,061
| -6% | -$32K | 0.26% | 67 |
|
|
2019
Q4 | $499K | Sell |
16,989
-2,275
| -12% | -$66.8K | 0.22% | 78 |
|
|
2019
Q3 | $571K | Buy |
19,264
+325
| +2% | +$9.63K | 0.27% | 66 |
|
|
2019
Q2 | $552K | Buy |
18,939
+11,056
| +140% | +$322K | 0.27% | 65 |
|
|
2019
Q1 | $225K | Buy |
7,883
+509
| +7% | +$14.5K | 0.12% | 118 |
|
|
2018
Q4 | $205K | Hold |
7,374
| – | – | 0.13% | 120 |
|
|
2018
Q3 | $204K | Hold |
7,374
| – | – | 0.11% | 122 |
|
|
2018
Q2 | $206K | Hold |
7,374
| – | – | 0.12% | 117 |
|
|
2018
Q1 | $208K | Buy |
+7,374
| New | +$208K | 0.12% | 111 |
|