WealthSource Partners’s SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $104M | Buy |
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|
2023
Q3 | $98.6M | Sell |
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|
2023
Q2 | $114M | Sell |
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|
2023
Q1 | $120M | Buy |
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|
2022
Q4 | $94.3M | Sell |
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|
2022
Q3 | $96.8M | Buy |
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|
2022
Q2 | $86M | Buy |
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|
2022
Q1 | $79.8M | Buy |
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|
2021
Q4 | $60.8M | Buy |
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|
2021
Q3 | $55.9M | Buy |
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|
2021
Q2 | $51.7M | Buy |
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|
2021
Q1 | $38.6M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $594K | Sell |
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|
2018
Q4 | $3.35M | Sell |
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|
2018
Q3 | $3.5M | Buy |
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|
2018
Q2 | $3.48M | Buy |
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|
2018
Q1 | $2.72M | Buy |
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