WWM
Wiser 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-81,747
| Closed | -$1.99M | – | 38 |
|
|
2023
Q3 | $1.99M | Buy |
81,747
+3,513
| +4% | +$85.5K | 0.81% | 17 |
|
|
2023
Q2 | $1.98M | Buy |
78,234
+3,455
| +5% | +$87.7K | 0.8% | 18 |
|
|
2023
Q1 | $1.93M | Buy |
74,779
+3,809
| +5% | +$98.2K | 0.82% | 17 |
|
|
2022
Q4 | $1.78M | Sell |
70,970
-1,877
| -3% | -$47.2K | 0.82% | 18 |
|
|
2022
Q3 | $1.82M | Buy |
72,847
+1,176
| +2% | +$29.3K | 0.95% | 17 |
|
|
2022
Q2 | $1.89M | Sell |
71,671
-1,389
| -2% | -$36.6K | 0.98% | 19 |
|
|
2022
Q1 | $2.03M | Buy |
73,060
+1,288
| +2% | +$35.8K | 0.94% | 16 |
|
|
2021
Q4 | $2.13M | Sell |
71,772
-93
| -0.1% | -$2.76K | 1.04% | 15 |
|
|
2021
Q3 | $2.15M | Sell |
71,865
-7,868
| -10% | -$235K | 1.14% | 15 |
|
|
2021
Q2 | $2.39M | Buy |
79,733
+4,981
| +7% | +$149K | 1.46% | 15 |
|
|
2021
Q1 | $2.22M | Buy |
74,752
+7,886
| +12% | +$234K | 1.52% | 15 |
|
|
2020
Q4 | $2.06M | Buy |
+66,866
| New | +$2.06M | 1.54% | 16 |
|