Wealth Advisory Solutions’s SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Sell |
58,878
-2,765
| -4% | -$70.8K | 0.38% | 60 |
|
|
2025
Q1 | $1.57M | Sell |
61,643
-175
| -0.3% | -$4.47K | 0.42% | 56 |
|
|
2024
Q4 | $1.54M | Buy |
61,818
+3,557
| +6% | +$88.9K | 0.43% | 53 |
|
|
2024
Q3 | $1.52M | Buy |
58,261
+924
| +2% | +$24.2K | 0.42% | 50 |
|
|
2024
Q2 | $1.44M | Buy |
57,337
+2,148
| +4% | +$53.9K | 0.39% | 53 |
|
|
2024
Q1 | $1.4M | Buy |
+55,189
| New | +$1.4M | 0.36% | 55 |
|
|
2023
Q4 | – | Sell |
-55,872
| Closed | -$1.36M | – | 103 |
|
|
2023
Q3 | $1.36M | Buy |
+55,872
| New | +$1.36M | 0.27% | 57 |
|
|
2022
Q3 | – | Sell |
-201,003
| Closed | -$5.3M | – | 155 |
|
|
2022
Q2 | $5.3M | Buy |
201,003
+98,844
| +97% | +$2.6M | 1.3% | 22 |
|
|
2022
Q1 | $2.84M | Buy |
+102,159
| New | +$2.84M | 0.59% | 49 |
|
|
2021
Q3 | $2.97M | Buy |
99,426
+22,524
| +29% | +$672K | 0.66% | 46 |
|
|
2021
Q2 | $2.31M | Buy |
76,902
+2,020
| +3% | +$60.6K | 0.55% | 49 |
|
|
2021
Q1 | $2K | Sell |
74,882
-846
| -1% | -$23 | ﹤0.01% | 111 |
|
|
2020
Q4 | $2.33M | Sell |
75,728
-708
| -0.9% | -$21.8K | 0.63% | 46 |
|
|
2020
Q3 | $2.35M | Buy |
76,436
+271
| +0.4% | +$8.35K | 0.62% | 53 |
|
|
2020
Q2 | $2.35M | Sell |
76,165
-33,294
| -30% | -$1.03M | 0.65% | 52 |
|
|
2020
Q1 | $3.31M | Sell |
109,459
-2,421
| -2% | -$73.1K | 1.12% | 27 |
|
|
2019
Q4 | $3.29M | Buy |
+111,880
| New | +$3.29M | 0.87% | 34 |
|