PFA
Pinnacle Family Advisors’s SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Sell |
77,165
-1,306
| -2% | -$33.4K | 0.96% | 25 |
|
|
2025
Q1 | $2M | Sell |
78,471
-3,780
| -5% | -$96.5K | 1.09% | 25 |
|
|
2024
Q4 | $2.06M | Buy |
82,251
+14,107
| +21% | +$353K | 0.99% | 25 |
|
|
2024
Q3 | $1.78M | Buy |
68,144
+11,451
| +20% | +$299K | 0.92% | 27 |
|
|
2024
Q2 | $1.42M | Sell |
56,693
-4,869
| -8% | -$122K | 0.79% | 28 |
|
|
2024
Q1 | $1.56M | Buy |
61,562
+20,999
| +52% | +$531K | 0.83% | 24 |
|
|
2023
Q4 | $1.04M | Sell |
40,563
-1,134
| -3% | -$29.1K | 0.61% | 30 |
|
|
2023
Q3 | $1.01M | Buy |
41,697
+423
| +1% | +$10.3K | 0.58% | 27 |
|
|
2023
Q2 | $1.05M | Sell |
41,274
-834
| -2% | -$21.2K | 0.57% | 33 |
|
|
2023
Q1 | $1.09M | Buy |
42,108
+2,630
| +7% | +$67.8K | 0.66% | 32 |
|
|
2022
Q4 | $992K | Sell |
39,478
-546
| -1% | -$13.7K | 0.71% | 29 |
|
|
2022
Q3 | $999K | Buy |
40,024
+8,660
| +28% | +$216K | 0.87% | 22 |
|
|
2022
Q2 | $826K | Sell |
31,364
-13,964
| -31% | -$368K | 0.67% | 31 |
|
|
2022
Q1 | $1.26M | Buy |
45,328
+2,173
| +5% | +$60.4K | 0.67% | 22 |
|
|
2021
Q4 | $1.28M | Buy |
43,155
+10,426
| +32% | +$309K | 0.58% | 31 |
|
|
2021
Q3 | $977K | Buy |
32,729
+5,589
| +21% | +$167K | 0.44% | 39 |
|
|
2021
Q2 | $814K | Sell |
27,140
-707
| -3% | -$21.2K | 0.36% | 51 |
|
|
2021
Q1 | $826K | Buy |
27,847
+290
| +1% | +$8.6K | 0.43% | 48 |
|
|
2020
Q4 | $848K | Buy |
+27,557
| New | +$848K | 0.52% | 45 |
|