Perigon Wealth Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.31M | Sell |
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|
2025
Q2 | $7.26M | Buy |
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2025
Q1 | $6.57M | Buy |
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|
2024
Q4 | $5.21M | Buy |
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|
2024
Q3 | $3.03M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $150K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $388K | Sell |
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|
2020
Q1 | $487K | Sell |
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|
2019
Q4 | $700K | Sell |
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|
2019
Q3 | $748K | Buy |
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