West 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-151
| Closed | -$3.9K | – | 198 |
|
|
2023
Q1 | $3.9K | Hold |
151
| – | – | ﹤0.01% | 130 |
|
|
2022
Q4 | $3.8K | Hold |
151
| – | – | ﹤0.01% | 128 |
|
|
2022
Q3 | $4K | Hold |
151
| – | – | ﹤0.01% | 155 |
|
|
2022
Q2 | $4K | Hold |
151
| – | – | ﹤0.01% | 143 |
|
|
2022
Q1 | $4K | Buy |
151
+78
| +107% | +$2.07K | ﹤0.01% | 171 |
|
|
2021
Q4 | $2K | Hold |
73
| – | – | ﹤0.01% | 166 |
|
|
2021
Q3 | $2K | Hold |
73
| – | – | ﹤0.01% | 146 |
|
|
2021
Q2 | $2K | Hold |
73
| – | – | ﹤0.01% | 141 |
|
|
2021
Q1 | $2K | Hold |
73
| – | – | ﹤0.01% | 147 |
|
|
2020
Q4 | $2K | Buy |
+73
| New | +$2K | ﹤0.01% | 142 |
|