REDW Wealth’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
Q2 | – | Sell |
-7,934
| Closed | -$235K | – | 118 |
|
2021
Q1 | $235K | Sell |
7,934
-162
| -2% | -$4.8K | 0.08% | 98 |
|
2020
Q4 | $249K | Sell |
8,096
-233
| -3% | -$7.17K | 0.09% | 81 |
|
2020
Q3 | $257K | Sell |
8,329
-167
| -2% | -$5.15K | 0.11% | 74 |
|
2020
Q2 | $262K | Sell |
8,496
-520
| -6% | -$16K | 0.13% | 71 |
|
2020
Q1 | $272K | Sell |
9,016
-311
| -3% | -$9.38K | 0.17% | 55 |
|
2019
Q4 | $274K | Sell |
9,327
-145
| -2% | -$4.26K | 0.15% | 65 |
|
2019
Q3 | $281K | Buy |
9,472
+93
| +1% | +$2.76K | 0.17% | 65 |
|
2019
Q2 | $274K | Buy |
9,379
+250
| +3% | +$7.3K | 0.16% | 64 |
|
2019
Q1 | $261K | Sell |
9,129
-78
| -0.8% | -$2.23K | 0.16% | 65 |
|
2018
Q4 | $256K | Buy |
+9,207
| New | +$256K | 0.18% | 56 |
|