Valeo Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-169
| Closed | -$5K | – | 1530 |
|
|
2021
Q1 | $5K | Buy |
169
+1
| +0.6% | +$30 | ﹤0.01% | 1497 |
|
|
2020
Q4 | $5K | Buy |
+168
| New | +$5K | ﹤0.01% | 1352 |
|
|
2019
Q4 | – | Sell |
-158
| Closed | -$5K | – | 1692 |
|
|
2019
Q3 | $5K | Sell |
158
-169
| -52% | -$5.35K | ﹤0.01% | 1196 |
|
|
2019
Q2 | $10K | Hold |
327
| – | – | ﹤0.01% | 1026 |
|
|
2019
Q1 | $9K | Buy |
327
+219
| +203% | +$6.03K | ﹤0.01% | 997 |
|
|
2018
Q4 | $3K | Hold |
108
| – | – | ﹤0.01% | 1215 |
|
|
2018
Q3 | $3K | Hold |
108
| – | – | ﹤0.01% | 1368 |
|
|
2018
Q2 | $3K | Buy |
+108
| New | +$3K | ﹤0.01% | 1271 |
|