Walkner Condon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $937K | Buy |
36,617
+6,465
| +21% | +$166K | 0.17% | 103 |
|
|
2025
Q1 | $770K | Sell |
30,152
-5,493
| -15% | -$140K | 0.16% | 108 |
|
|
2024
Q4 | $891K | Sell |
35,645
-13,354
| -27% | -$334K | 0.18% | 104 |
|
|
2024
Q3 | $1.28M | Sell |
48,999
-4,054
| -8% | -$106K | 0.26% | 81 |
|
|
2024
Q2 | $1.33M | Sell |
53,053
-8,734
| -14% | -$219K | 0.29% | 78 |
|
|
2024
Q1 | $1.56M | Sell |
61,787
-673
| -1% | -$17K | 0.33% | 71 |
|
|
2023
Q4 | $1.6M | Buy |
62,460
+13,927
| +29% | +$357K | 0.36% | 69 |
|
|
2023
Q3 | $1.18M | Buy |
48,533
+2,674
| +6% | +$65.1K | 0.31% | 71 |
|
|
2023
Q2 | $1.16M | Buy |
45,859
+2,161
| +5% | +$54.8K | 0.31% | 71 |
|
|
2023
Q1 | $1.13M | Buy |
43,698
+3,164
| +8% | +$81.6K | 0.32% | 69 |
|
|
2022
Q4 | $1.02M | Sell |
40,534
-6,166
| -13% | -$155K | 0.3% | 71 |
|
|
2022
Q3 | $1.17M | Sell |
46,700
-2,802
| -6% | -$69.9K | 0.38% | 66 |
|
|
2022
Q2 | $1.3M | Buy |
49,502
+1,327
| +3% | +$35K | 0.41% | 62 |
|
|
2022
Q1 | $1.34M | Buy |
+48,175
| New | +$1.34M | 0.38% | 62 |
|
|
2021
Q3 | – | Sell |
-42,049
| Closed | -$1.27M | – | 167 |
|
|
2021
Q2 | $1.27M | Buy |
42,049
+2,943
| +8% | +$88.6K | 0.46% | 49 |
|
|
2021
Q1 | $1.16M | Buy |
39,106
+4,812
| +14% | +$143K | 0.45% | 54 |
|
|
2020
Q4 | $1.06M | Buy |
34,294
+3,144
| +10% | +$96.8K | 0.46% | 47 |
|
|
2020
Q3 | $960K | Buy |
31,150
+3,142
| +11% | +$96.8K | 0.51% | 46 |
|
|
2020
Q2 | $864K | Buy |
28,008
+2,857
| +11% | +$88.1K | 0.76% | 22 |
|
|
2020
Q1 | $760K | Sell |
25,151
-4,080
| -14% | -$123K | 0.81% | 22 |
|
|
2019
Q4 | $859K | Buy |
+29,231
| New | +$859K | 0.83% | 24 |
|