PWP
Precedent Wealth Partners’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 | $2.16M | Buy |
84,269
+7,443
| +10% | +$191K | 0.53% | 55 |
|
|
2025
Q1 | $1.96M | Sell |
76,826
-7,912
| -9% | -$202K | 0.54% | 56 |
|
|
2024
Q4 | $2.12M | Sell |
84,738
-1,603
| -2% | -$40.1K | 0.69% | 38 |
|
|
2024
Q3 | $2.26M | Buy |
86,341
+18,635
| +28% | +$487K | 0.74% | 35 |
|
|
2024
Q2 | $1.7M | Buy |
67,706
+16,702
| +33% | +$419K | 0.68% | 35 |
|
|
2024
Q1 | $1.29M | Buy |
51,004
+3,215
| +7% | +$81.3K | 0.55% | 41 |
|
|
2023
Q4 | $1.23M | Buy |
+47,789
| New | +$1.23M | 0.62% | 35 |
|