Lockerman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Buy |
49,411
+31,414
| +175% | +$804K | 1.7% | 14 |
|
|
2025
Q1 | $460K | Buy |
17,997
+8,054
| +81% | +$206K | 0.7% | 40 |
|
|
2024
Q4 | $248K | Sell |
9,943
-55
| -0.6% | -$1.37K | 0.42% | 85 |
|
|
2024
Q3 | $261K | Buy |
9,998
+877
| +10% | +$22.9K | 0.44% | 88 |
|
|
2024
Q2 | $229K | Buy |
9,121
+134
| +1% | +$3.36K | 0.42% | 93 |
|
|
2024
Q1 | $227K | Buy |
+8,987
| New | +$227K | 0.43% | 90 |
|