WPWM
Windward Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,155
| Closed | -$286K | – | 49 |
|
|
2023
Q4 | $286K | Buy |
+11,155
| New | +$286K | 0.12% | 41 |
|
|
2022
Q4 | – | Sell |
-15,449
| Closed | -$385K | – | 48 |
|
|
2022
Q3 | $385K | Buy |
+15,449
| New | +$385K | 0.19% | 39 |
|
|
2022
Q1 | – | Sell |
-9,935
| Closed | -$294K | – | 49 |
|
|
2021
Q4 | $294K | Hold |
9,935
| – | – | 0.11% | 43 |
|
|
2021
Q3 | $297K | Hold |
9,935
| – | – | 0.12% | 43 |
|
|
2021
Q2 | $298K | Hold |
9,935
| – | – | 0.12% | 44 |
|
|
2021
Q1 | $295K | Buy |
+9,935
| New | +$295K | 0.13% | 42 |
|