Summit Wealth Partners’s SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
2022
Q1
$314K Sell
2021
Q4
$363K Sell
2021
Q3
$421K Sell
2021
Q2
$448K Sell
2021
Q1
$536K Sell
2020
Q4
$728K Sell
2020
Q3
$1.91M Buy
2020
Q2
$1.8M Buy