SWP
Summit Wealth Partners’s SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-11,296
| Closed | -$314K | – | 180 |
|
|
2022
Q1 | $314K | Sell |
11,296
-957
| -8% | -$26.6K | 0.07% | 123 |
|
|
2021
Q4 | $363K | Sell |
12,253
-1,856
| -13% | -$55K | 0.08% | 113 |
|
|
2021
Q3 | $421K | Sell |
14,109
-827
| -6% | -$24.7K | 0.1% | 99 |
|
|
2021
Q2 | $448K | Sell |
14,936
-3,148
| -17% | -$94.5K | 0.11% | 98 |
|
|
2021
Q1 | $536K | Sell |
18,084
-5,560
| -24% | -$165K | 0.14% | 87 |
|
|
2020
Q4 | $728K | Sell |
23,644
-38,430
| -62% | -$1.18M | 0.2% | 70 |
|
|
2020
Q3 | $1.91M | Buy |
62,074
+3,853
| +7% | +$119K | 0.58% | 35 |
|
|
2020
Q2 | $1.8M | Buy |
+58,221
| New | +$1.8M | 0.58% | 37 |
|