Personal Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-171,453
| Closed | -$4.77M | – | 50 |
|
|
2022
Q1 | $4.77M | Buy |
171,453
+8,750
| +5% | +$243K | 2.08% | 14 |
|
|
2021
Q4 | $4.82M | Sell |
162,703
-16,861
| -9% | -$499K | 1.99% | 13 |
|
|
2021
Q3 | $5.36M | Buy |
179,564
+22,329
| +14% | +$667K | 2.26% | 12 |
|
|
2021
Q2 | $4.72M | Buy |
157,235
+68,087
| +76% | +$2.04M | 1.9% | 13 |
|
|
2021
Q1 | $2.64M | Buy |
+89,148
| New | +$2.64M | 1.19% | 20 |
|