PWM
Paulson Wealth Management’s SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-101,527
| Closed | -$3.13M | – | 91 |
|
|
2020
Q3 | $3.13M | Buy |
101,527
+1,616
| +2% | +$49.8K | 2.02% | 15 |
|
|
2020
Q2 | $3.08M | Buy |
99,911
+3,240
| +3% | +$100K | 2.16% | 13 |
|
|
2020
Q1 | $2.96M | Sell |
96,671
-8,717
| -8% | -$267K | 2.27% | 13 |
|
|
2019
Q4 | $3.12M | Sell |
105,388
-4,875
| -4% | -$144K | 2.2% | 10 |
|
|
2019
Q3 | $3.27M | Buy |
110,263
+3,013
| +3% | +$89.3K | 2.46% | 8 |
|
|
2019
Q2 | $3.12M | Buy |
107,250
+3,170
| +3% | +$92.3K | 2.33% | 10 |
|
|
2019
Q1 | $2.97M | Buy |
104,080
+62,942
| +153% | +$1.8M | 2.25% | 9 |
|
|
2018
Q4 | $1.15M | Buy |
41,138
+31,731
| +337% | +$885K | 0.95% | 22 |
|
|
2018
Q3 | $257K | Buy |
+9,407
| New | +$257K | 0.23% | 101 |
|
|
2018
Q1 | – | Sell |
-1,298
| Closed | -$37K | – | 455 |
|
|
2017
Q4 | $37K | Buy |
+1,298
| New | +$37K | 0.03% | 225 |
|