Valley Financial Management’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
2023
Q2
$295K Hold
11,617
0.15% 38
2023
Q1
$300K Hold
11,617
0.19% 40
2022
Q4
$292K Buy
11,617
+621
+6% +$15.6K 0.16% 36
2022
Q3
$274K Buy
+10,996
New +$274K 0.16% 37