RWA
Rooted Wealth Advisors’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 | $1.05M | Sell |
41,610
-61
| -0.1% | -$1.54K | 0.36% | 41 |
|
|
2025
Q1 | $1.07M | Sell |
41,671
-277
| -0.7% | -$7.11K | 0.46% | 37 |
|
|
2024
Q4 | $1.04M | Buy |
41,948
+256
| +0.6% | +$6.37K | 0.41% | 41 |
|
|
2024
Q3 | $1.07M | Sell |
41,692
-1,222
| -3% | -$31.4K | 0.48% | 36 |
|
|
2024
Q2 | $1.09M | Sell |
42,914
-4,271
| -9% | -$108K | 0.48% | 38 |
|
|
2024
Q1 | $1.18M | Buy |
47,185
+136
| +0.3% | +$3.4K | 0.58% | 39 |
|
|
2023
Q4 | $1.19M | Sell |
47,049
-14,308
| -23% | -$362K | 0.62% | 36 |
|
|
2023
Q3 | $1.51M | Sell |
61,357
-11,657
| -16% | -$287K | 0.93% | 30 |
|
|
2023
Q2 | $1.84M | Sell |
73,014
-516,652
| -88% | -$13M | 1.24% | 22 |
|
|
2023
Q1 | $15.2M | Buy |
589,666
+54,111
| +10% | +$1.39M | 11.26% | 2 |
|
|
2022
Q4 | $13.5M | Buy |
+535,555
| New | +$13.5M | 11.29% | 2 |
|