O3W
Omni 360 Wealth’s SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $262K | Buy |
10,227
+73
| +0.7% | +$1.87K | 0.13% | 161 |
|
|
2025
Q1 | $259K | Sell |
10,154
-1,349
| -12% | -$34.5K | 0.15% | 125 |
|
|
2024
Q4 | $287K | Sell |
11,503
-90
| -0.8% | -$2.25K | 0.18% | 101 |
|
|
2024
Q3 | $303K | Sell |
11,593
-5,419
| -32% | -$142K | 0.2% | 99 |
|
|
2024
Q2 | $427K | Sell |
17,012
-8,398
| -33% | -$211K | 0.32% | 72 |
|
|
2024
Q1 | $642K | Sell |
25,410
-10,245
| -29% | -$259K | 0.52% | 50 |
|
|
2023
Q4 | $914K | Buy |
+35,655
| New | +$914K | 0.85% | 33 |
|