PWG
Private Wealth Group’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 | $2.07M | Sell |
81,004
-2,627
| -3% | -$67.3K | 1.1% | 17 |
|
2025
Q1 | $2.14M | Sell |
83,631
-6,041
| -7% | -$154K | 1.26% | 16 |
|
2024
Q4 | $2.24M | Sell |
89,672
-3,682
| -4% | -$92K | 1.1% | 20 |
|
2024
Q3 | $2.44M | Buy |
93,354
+67,748
| +265% | +$1.77M | 1.22% | 19 |
|
2024
Q2 | $642K | Sell |
25,606
-16,369
| -39% | -$411K | 0.34% | 41 |
|
2024
Q1 | $1.06M | Buy |
41,975
+16,331
| +64% | +$413K | 0.55% | 30 |
|
2023
Q4 | $658K | Sell |
25,644
-97,537
| -79% | -$2.5M | 0.37% | 37 |
|
2023
Q3 | $3M | Buy |
123,181
+54,260
| +79% | +$1.32M | 1.96% | 14 |
|
2023
Q2 | $1.75M | Buy |
+68,921
| New | +$1.75M | 1.8% | 14 |
|