Triad Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $524K | Sell |
20,452
-4,236
| -17% | -$108K | 0.11% | 148 |
|
|
2025
Q1 | $631K | Sell |
24,688
-7,913
| -24% | -$202K | 0.2% | 88 |
|
|
2024
Q4 | $815K | Sell |
32,601
-14,542
| -31% | -$363K | 0.29% | 59 |
|
|
2024
Q3 | $1.23M | Buy |
47,143
+47,140
| +1,571,333% | +$1.23M | 0.66% | 33 |
|
|
2024
Q2 | $75 | Sell |
3
-8,259
| -100% | -$206K | ﹤0.01% | 965 |
|
|
2024
Q1 | $209K | Buy |
+8,262
| New | +$209K | 0.16% | 59 |
|