Retirement Planning Group (Kansas)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-35,474
| Closed | -$863K | – | 193 |
|
|
2023
Q3 | $863K | Hold |
35,474
| – | – | 0.09% | 62 |
|
|
2023
Q2 | $900K | Sell |
35,474
-293
| -0.8% | -$7.43K | 0.09% | 65 |
|
|
2023
Q1 | $922K | Hold |
35,767
| – | – | 0.1% | 61 |
|
|
2022
Q4 | $899K | Buy |
+35,767
| New | +$899K | 0.1% | 65 |
|
|
2020
Q2 | – | Sell |
-9,007
| Closed | -$272K | – | 62 |
|
|
2020
Q1 | $272K | Sell |
9,007
-3,734
| -29% | -$113K | 0.07% | 49 |
|
|
2019
Q4 | $374K | Buy |
12,741
+2,813
| +28% | +$82.6K | 0.07% | 52 |
|
|
2019
Q3 | $294K | Buy |
9,928
+177
| +2% | +$5.24K | 0.06% | 57 |
|
|
2019
Q2 | $284K | Hold |
9,751
| – | – | 0.06% | 54 |
|
|
2019
Q1 | $278K | Buy |
9,751
+992
| +11% | +$28.3K | 0.07% | 55 |
|
|
2018
Q4 | $244K | Buy |
+8,759
| New | +$244K | 0.07% | 61 |
|