ORG
Optimist Retirement Group’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 | $223K | Buy |
8,710
+76
| +0.9% | +$1.95K | 0.11% | 108 |
|
|
2025
Q1 | $221K | Buy |
8,634
+49
| +0.6% | +$1.25K | 0.11% | 108 |
|
|
2024
Q4 | $215K | Buy |
8,585
+96
| +1% | +$2.4K | 0.1% | 113 |
|
|
2024
Q3 | $222K | Buy |
8,489
+70
| +0.8% | +$1.83K | 0.1% | 115 |
|
|
2024
Q2 | $211K | Buy |
8,419
+70
| +0.8% | +$1.76K | 0.11% | 106 |
|
|
2024
Q1 | $211K | Buy |
+8,349
| New | +$211K | 0.11% | 98 |
|