Oxford Financial Group’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
2024
Q1
Sell
-84
Closed -$2.15K 297
2023
Q4
$2.15K Buy
+84
New +$2.15K ﹤0.01% 299
2023
Q3
Sell
-84
Closed -$2.13K 292
2023
Q2
$2.13K Buy
+84
New +$2.13K ﹤0.01% 291
2022
Q4
Sell
-84
Closed -$2K 272
2022
Q3
$2K Hold
84
﹤0.01% 238
2022
Q2
$2K Hold
84
﹤0.01% 263
2022
Q1
$2K Hold
84
﹤0.01% 259
2021
Q4
$2K Hold
84
﹤0.01% 266
2021
Q3
$3K Hold
84
﹤0.01% 242
2021
Q2
$3K Buy
+84
New +$3K ﹤0.01% 219