AWA
Acorn Wealth Advisors’s SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Hold |
9,797
| – | – | 0.08% | 231 |
|
|
2025
Q1 | $216K | Hold |
9,797
| – | – | 0.09% | 222 |
|
|
2024
Q4 | $211K | Hold |
9,797
| – | – | 0.09% | 225 |
|
|
2024
Q3 | $221K | Hold |
9,797
| – | – | 0.09% | 208 |
|
|
2024
Q2 | $211K | Hold |
9,797
| – | – | 0.1% | 192 |
|
|
2024
Q1 | $213K | Hold |
9,797
| – | – | 0.11% | 192 |
|
|
2023
Q4 | $216K | Sell |
9,797
-231
| -2% | -$5.1K | 0.13% | 174 |
|
|
2023
Q3 | $209K | Buy |
+10,028
| New | +$209K | 0.14% | 171 |
|