Peterson Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-21,411
| Closed | -$643K | – | 54 |
|
|
2021
Q2 | $643K | Buy |
21,411
+361
| +2% | +$10.8K | 0.23% | 31 |
|
|
2021
Q1 | $624K | Sell |
21,050
-178
| -0.8% | -$5.28K | 0.25% | 27 |
|
|
2020
Q4 | $654K | Buy |
21,228
+569
| +3% | +$17.5K | 0.29% | 25 |
|
|
2020
Q3 | $637K | Buy |
20,659
+1,806
| +10% | +$55.7K | 0.33% | 25 |
|
|
2020
Q2 | $582K | Sell |
18,853
-405
| -2% | -$12.5K | 0.31% | 26 |
|
|
2020
Q1 | $582K | Buy |
19,258
+4,401
| +30% | +$133K | 0.38% | 26 |
|
|
2019
Q4 | $437K | Buy |
14,857
+285
| +2% | +$8.38K | 0.25% | 25 |
|
|
2019
Q3 | $432K | Sell |
14,572
-1,354
| -9% | -$40.1K | 0.26% | 26 |
|
|
2019
Q2 | $465K | Sell |
15,926
-1,055
| -6% | -$30.8K | 0.29% | 25 |
|
|
2019
Q1 | $481K | Buy |
16,981
+2,492
| +17% | +$70.6K | 0.32% | 23 |
|
|
2018
Q4 | $404K | Sell |
14,489
-977
| -6% | -$27.2K | 0.32% | 23 |
|
|
2018
Q3 | $429K | Buy |
15,466
+42
| +0.3% | +$1.17K | 0.31% | 27 |
|
|
2018
Q2 | $430K | Sell |
15,424
-15
| -0.1% | -$418 | 0.35% | 27 |
|
|
2018
Q1 | $435K | Buy |
+15,439
| New | +$435K | 0.36% | 30 |
|