Stone House Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-11,466
| Closed | -$347K | – | 40 |
|
|
2020
Q1 | $347K | Sell |
11,466
-45,112
| -80% | -$1.37M | 0.2% | 28 |
|
|
2019
Q4 | $1.66M | Buy |
56,578
+9,840
| +21% | +$289K | 1.21% | 17 |
|
|
2019
Q3 | $1.39M | Buy |
46,738
+17,526
| +60% | +$519K | 0.69% | 26 |
|
|
2019
Q2 | $852K | Buy |
29,212
+87
| +0.3% | +$2.54K | 0.45% | 26 |
|
|
2019
Q1 | $831K | Buy |
29,125
+2,749
| +10% | +$78.4K | 0.43% | 32 |
|
|
2018
Q4 | $735K | Buy |
26,376
+872
| +3% | +$24.3K | 0.46% | 32 |
|
|
2018
Q3 | $707K | Buy |
+25,504
| New | +$707K | 0.41% | 32 |
|