LWS
Lucia Wealth Services’s SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-10,161
| Closed | -$282K | – | 212 |
|
|
2018
Q3 | $282K | Sell |
10,161
-603
| -6% | -$16.7K | 0.09% | 120 |
|
|
2018
Q2 | $300K | Sell |
10,764
-104,254
| -91% | -$2.91M | 0.13% | 105 |
|
|
2018
Q1 | $3.24M | Buy |
115,018
+62,371
| +118% | +$1.76M | 1.05% | 35 |
|
|
2017
Q4 | $1.51M | Buy |
+52,647
| New | +$1.51M | 0.67% | 42 |
|