Avantax Advisory Services’s SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-9,610
| Closed | -$244K | – | 1354 |
|
|
2021
Q4 | $244K | Sell |
9,610
-591
| -6% | -$15K | ﹤0.01% | 1077 |
|
|
2021
Q3 | $253K | Sell |
10,201
-28,133
| -73% | -$698K | ﹤0.01% | 1000 |
|
|
2021
Q2 | $977K | Buy |
38,334
+26,931
| +236% | +$686K | 0.02% | 481 |
|
|
2021
Q1 | $295K | Sell |
11,403
-1,859
| -14% | -$48.1K | 0.01% | 814 |
|
|
2020
Q4 | $348K | Buy |
13,262
+592
| +5% | +$15.5K | 0.01% | 669 |
|
|
2020
Q3 | $335K | Buy |
12,670
+550
| +5% | +$14.5K | 0.01% | 973 |
|
|
2020
Q2 | $322K | Sell |
12,120
-11,708
| -49% | -$311K | 0.01% | 610 |
|
|
2020
Q1 | $635K | Buy |
23,828
+1,152
| +5% | +$30.7K | 0.02% | 386 |
|
|
2019
Q4 | $593K | Buy |
22,676
+12,051
| +113% | +$315K | 0.01% | 433 |
|
|
2019
Q3 | $279K | Sell |
10,625
-615
| -5% | -$16.1K | 0.01% | 456 |
|
|
2019
Q2 | $294K | Buy |
+11,240
| New | +$294K | 0.01% | 402 |
|