Sterling Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-12,169
| Closed | -$321K | – | 88 |
|
|
2022
Q2 | $321K | Sell |
12,169
-832
| -6% | -$21.9K | 0.23% | 66 |
|
|
2022
Q1 | $361K | Sell |
13,001
-1,392
| -10% | -$38.7K | 0.23% | 63 |
|
|
2021
Q4 | $426K | Buy |
14,393
+4,443
| +45% | +$132K | 0.27% | 59 |
|
|
2021
Q3 | $297K | Buy |
9,950
+9,250
| +1,321% | +$276K | 0.19% | 67 |
|
|
2021
Q2 | $21K | Buy |
+700
| New | +$21K | 0.01% | 253 |
|