TCWA
Ten Capital Wealth Advisors’s SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,760
| Closed | -$44K | – | 659 |
|
|
2022
Q3 | $44K | Buy |
+1,760
| New | +$44K | 0.02% | 162 |
|
|
2022
Q1 | – | Sell |
-35
| Closed | -$1K | – | 537 |
|
|
2021
Q4 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 456 |
|
|
2021
Q3 | – | Sell |
-47,519
| Closed | -$1.43M | – | 549 |
|
|
2021
Q2 | $1.43M | Sell |
47,519
-68,311
| -59% | -$2.05M | 0.32% | 69 |
|
|
2021
Q1 | $3.43M | Sell |
115,830
-123,177
| -52% | -$3.65M | 0.84% | 34 |
|
|
2020
Q4 | $7.36M | Sell |
239,007
-2,738
| -1% | -$84.3K | 2.05% | 13 |
|
|
2020
Q3 | $7.45M | Buy |
+241,745
| New | +$7.45M | 2.51% | 10 |
|