MWPCG
Measured Wealth Private Client Group’s SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-44,641
| Closed | -$1.32M | – | 134 |
|
|
2019
Q3 | $1.32M | Sell |
44,641
-54,114
| -55% | -$1.6M | 0.86% | 23 |
|
|
2019
Q2 | $2.88M | Buy |
98,755
+35,619
| +56% | +$1.04M | 1.66% | 11 |
|
|
2019
Q1 | $1.8M | Buy |
63,136
+16,740
| +36% | +$478K | 1.11% | 14 |
|
|
2018
Q4 | $1.29M | Buy |
46,396
+14,839
| +47% | +$413K | 1.17% | 19 |
|
|
2018
Q3 | $874K | Buy |
31,557
+9,373
| +42% | +$260K | 0.52% | 26 |
|
|
2018
Q2 | $618K | Buy |
+22,184
| New | +$618K | 0.5% | 32 |
|