Squar Milner Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-10,581
| Closed | -$327K | – | 164 |
|
|
2020
Q2 | $327K | Buy |
10,581
+550
| +5% | +$17K | 0.19% | 140 |
|
|
2020
Q1 | $303K | Buy |
10,031
+2,864
| +40% | +$86.5K | 0.18% | 119 |
|
|
2019
Q4 | $210K | Sell |
7,167
-2,909
| -29% | -$85.2K | 0.1% | 196 |
|
|
2019
Q3 | $310K | Buy |
10,076
+9,703
| +2,601% | +$299K | 0.16% | 154 |
|
|
2019
Q2 | $11K | Buy |
+373
| New | +$11K | 0.01% | 513 |
|