SteelBridge Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-13,760
| Closed | -$397K | – | 59 |
|
|
2017
Q2 | $397K | Hold |
13,760
| – | – | 0.56% | 40 |
|
|
2017
Q1 | $393K | Hold |
13,760
| – | – | 0.6% | 36 |
|
|
2016
Q4 | $392K | Buy |
13,760
+4,000
| +41% | +$114K | 0.62% | 35 |
|
|
2016
Q3 | $289K | Hold |
9,760
| – | – | 0.84% | 32 |
|
|
2016
Q2 | $290K | Sell |
9,760
-180
| -2% | -$5.35K | 0.88% | 28 |
|
|
2016
Q1 | $291K | Buy |
+9,940
| New | +$291K | 0.59% | 31 |
|