TLFA
True Link Financial Advisors’s SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-35,719
| Closed | -$916K | – | 73 |
|
|
2023
Q4 | $916K | Sell |
35,719
-28,055
| -44% | -$719K | 0.1% | 28 |
|
|
2023
Q3 | $1.55M | Sell |
63,774
-400
| -0.6% | -$9.74K | 0.19% | 33 |
|
|
2023
Q2 | $1.63M | Hold |
64,174
| – | – | 0.2% | 33 |
|
|
2023
Q1 | $1.66M | Hold |
64,174
| – | – | 0.21% | 34 |
|
|
2022
Q4 | $1.61M | Buy |
64,174
+3,470
| +6% | +$87.2K | 0.22% | 33 |
|
|
2022
Q3 | $1.52M | Hold |
60,704
| – | – | 0.22% | 39 |
|
|
2022
Q2 | $1.6M | Hold |
60,704
| – | – | 0.24% | 44 |
|
|
2022
Q1 | $1.69M | Sell |
60,704
-5,720
| -9% | -$159K | 0.24% | 43 |
|
|
2021
Q4 | $1.97M | Sell |
66,424
-325
| -0.5% | -$9.62K | 0.26% | 46 |
|
|
2021
Q3 | $1.99M | Buy |
66,749
+750
| +1% | +$22.4K | 0.27% | 41 |
|
|
2021
Q2 | $1.98M | Buy |
65,999
+5,000
| +8% | +$150K | 0.29% | 40 |
|
|
2021
Q1 | $1.81M | Buy |
60,999
+6,500
| +12% | +$193K | 0.26% | 47 |
|
|
2020
Q4 | $1.68M | Buy |
+54,499
| New | +$1.68M | 0.26% | 49 |
|