Reilly Financial Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $788K | Sell |
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|
2021
Q3 | $818K | Sell |
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|
2021
Q2 | $856K | Buy |
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|
2021
Q1 | $793K | Sell |
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|
2020
Q4 | $856K | Buy |
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|
2020
Q3 | $846K | Buy |
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|
2020
Q2 | $844K | Sell |
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|
2020
Q1 | $924K | Sell |
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|
2019
Q4 | $922K | Buy |
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|
2019
Q3 | $882K | Sell |
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|
2019
Q2 | $877K | Buy |
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|
2019
Q1 | $842K | Sell |
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|
2018
Q4 | $887K | Buy |
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|
2018
Q3 | $828K | Buy |
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|
2018
Q2 | $778K | Buy |
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|
2018
Q1 | $721K | Buy |
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|
2017
Q4 | $442K | Buy |
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