Melone Private Wealth’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 | $5.39M | Sell |
211,286
-1,782
| -0.8% | -$45.5K | 2.76% | 13 |
|
2025
Q1 | $5.44M | Buy |
213,068
+2,029
| +1% | +$51.8K | 2.85% | 13 |
|
2024
Q4 | $5.27M | Sell |
211,039
-238,364
| -53% | -$5.96M | 2.73% | 13 |
|
2024
Q3 | $11.7M | Buy |
449,403
+23,451
| +6% | +$613K | 6.24% | 5 |
|
2024
Q2 | $10.7M | Buy |
425,952
+125
| +0% | +$3.14K | 6.33% | 4 |
|
2024
Q1 | $10.8M | Sell |
425,827
-5,301
| -1% | -$134K | 6.46% | 4 |
|
2023
Q4 | $11.1M | Buy |
431,128
+55,573
| +15% | +$1.42M | 7.04% | 4 |
|
2023
Q3 | $9.14M | Buy |
375,555
+17,085
| +5% | +$416K | 6.54% | 3 |
|
2023
Q2 | $9.09M | Buy |
358,470
+17,878
| +5% | +$454K | 6.42% | 3 |
|
2023
Q1 | $8.86M | Buy |
340,592
+25,365
| +8% | +$660K | 6.76% | 3 |
|
2022
Q4 | $7.92M | Buy |
315,227
+6,763
| +2% | +$170K | 6.71% | 2 |
|
2022
Q3 | $7.7M | Buy |
308,464
+19,049
| +7% | +$475K | 6.72% | 2 |
|
2022
Q2 | $7.6M | Buy |
289,415
+9,146
| +3% | +$240K | 6.44% | 2 |
|
2022
Q1 | $7.52M | Sell |
280,269
-6,882
| -2% | -$185K | 6.14% | 2 |
|
2021
Q4 | $8.51M | Buy |
+287,151
| New | +$8.51M | 6.4% | 2 |
|