WMS
Wealth Management Solutions’s SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.31M | Sell |
95,067
-1,987
| -2% | -$48.4K | 1.59% | 11 |
|
|
2023
Q2 | $2.46M | Sell |
97,054
-11,472
| -11% | -$291K | 1.61% | 11 |
|
|
2023
Q1 | $2.8M | Buy |
108,526
+1,656
| +2% | +$42.7K | 1.61% | 12 |
|
|
2022
Q4 | $2.69M | Sell |
106,870
-9,505
| -8% | -$239K | 1.41% | 12 |
|
|
2022
Q3 | $2.9M | Sell |
116,375
-29,570
| -20% | -$738K | 1.69% | 12 |
|
|
2022
Q2 | $3.85M | Sell |
145,945
-119,724
| -45% | -$3.16M | 2.17% | 13 |
|
|
2022
Q1 | $7.38M | Buy |
265,669
+20,305
| +8% | +$564K | 3.84% | 8 |
|
|
2021
Q4 | $7.27M | Buy |
+245,364
| New | +$7.27M | 3.74% | 6 |
|