WFWM
Wechter Feldman Wealth Management’s SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $9.85M | Buy |
328,333
+4,447
| +1% | +$133K | 6.9% | 7 |
|
|
2021
Q1 | $9.6M | Buy |
323,886
+84,040
| +35% | +$2.49M | 7.08% | 6 |
|
|
2020
Q4 | $7.39M | Sell |
239,846
-25,689
| -10% | -$791K | 5.46% | 8 |
|
|
2020
Q3 | $8.18M | Sell |
265,535
-1,742
| -0.7% | -$53.7K | 6.42% | 7 |
|
|
2020
Q2 | $8.25M | Sell |
267,277
-1,869
| -0.7% | -$57.7K | 7.48% | 6 |
|
|
2020
Q1 | $8.13M | Buy |
269,146
+32,845
| +14% | +$993K | 19.86% | 2 |
|
|
2019
Q4 | $6.94M | Buy |
236,301
+4,045
| +2% | +$119K | 4.63% | 9 |
|
|
2019
Q3 | $6.88M | Buy |
232,256
+95,551
| +70% | +$2.83M | 4.34% | 10 |
|
|
2019
Q2 | $3.99M | Sell |
136,705
-78,045
| -36% | -$2.28M | 2.64% | 10 |
|
|
2019
Q1 | $6.13M | Buy |
214,750
+4,033
| +2% | +$115K | 4% | 10 |
|
|
2018
Q4 | $5.87M | Buy |
210,717
+159,580
| +312% | +$4.44M | 5.65% | 8 |
|
|
2018
Q3 | $1.42M | Buy |
51,137
+14,101
| +38% | +$391K | 0.87% | 19 |
|
|
2018
Q2 | $1.03M | Buy |
37,036
+13,183
| +55% | +$368K | 0.71% | 17 |
|
|
2018
Q1 | $672K | Buy |
23,853
+12,884
| +117% | +$363K | 0.48% | 19 |
|
|
2017
Q4 | $315K | Buy |
+10,969
| New | +$315K | 0.22% | 24 |
|