Sheets Smith Wealth Management’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 |
-3,500
| Closed | -$85.2K | – | 474 |
|
|
2023
Q3 | $85.2K | Buy |
+3,500
| New | +$85.2K | 0.01% | 362 |
|
|
2020
Q4 | – | Sell |
-8,000
| Closed | -$246K | – | 343 |
|
|
2020
Q3 | $246K | Hold |
8,000
| – | – | 0.04% | 260 |
|
|
2020
Q2 | $247K | Sell |
8,000
-500
| -6% | -$15.4K | 0.05% | 217 |
|
|
2020
Q1 | $257K | Hold |
8,500
| – | – | 0.05% | 224 |
|
|
2019
Q4 | $250K | Hold |
8,500
| – | – | 0.05% | 289 |
|
|
2019
Q3 | $252K | Buy |
+8,500
| New | +$252K | 0.05% | 270 |
|