Windsor Wealth Management’s State Street 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
Q3 | $248K | Hold |
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|
2023
Q2 | $259K | Hold |
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|
2023
Q1 | $263K | Sell |
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|
2022
Q4 | $285K | Sell |
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|
2022
Q3 | $281K | Sell |
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|
2022
Q2 | $308K | Sell |
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|
2022
Q1 | $357K | Sell |
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|
2021
Q4 | $433K | Sell |
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|
2021
Q3 | $458K | Sell |
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|
2021
Q2 | $523K | Buy |
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|
2021
Q1 | $496K | Buy |
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|
2020
Q4 | $494K | Buy |
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|
2020
Q3 | $287K | Hold |
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|
2020
Q2 | $289K | Hold |
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|
2020
Q1 | $283K | Buy |
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|
2019
Q4 | $216K | Buy |
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|
2019
Q3 | $203K | Buy |
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