SWA
Sax 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 | $215K | Sell |
8,385
-834
| -9% | -$21.4K | 0.01% | 401 |
|
|
2025
Q1 | $235K | Sell |
9,219
-503
| -5% | -$12.8K | 0.02% | 328 |
|
|
2024
Q4 | $243K | Sell |
9,722
-3,118
| -24% | -$77.9K | 0.02% | 296 |
|
|
2024
Q3 | $336K | Buy |
12,840
+4,000
| +45% | +$105K | 0.03% | 210 |
|
|
2024
Q2 | $222K | Buy |
+8,840
| New | +$222K | 0.02% | 251 |
|