Carson Wealth (CWM LLC)’s SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $50M | Buy |
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|
2025
Q2 | $45.5M | Buy |
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|
2025
Q1 | $37.7M | Buy |
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|
2024
Q4 | $36.3M | Sell |
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|
2024
Q3 | $39.5M | Buy |
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|
2024
Q2 | $37.1M | Buy |
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|
2024
Q1 | $33M | Buy |
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|
2023
Q4 | $30.6M | Buy |
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|
2023
Q3 | $1.84M | Buy |
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|
2023
Q2 | $1.45M | Buy |
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|
2023
Q1 | $2K | Hold |
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|
2022
Q4 | $2K | Sell |
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|
2022
Q3 | $8K | Buy |
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|
2022
Q2 | $2K | Hold |
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|
2022
Q1 | $2K | Sell |
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|
2021
Q4 | $45K | Buy |
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|
2021
Q2 | $49K | Hold |
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|
2021
Q1 | $49K | Hold |
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|
2020
Q4 | $49K | Hold |
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|
2020
Q3 | $49K | Hold |
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|
2020
Q2 | $49K | Hold |
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|
2020
Q1 | $49K | Hold |
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|
2019
Q4 | $49K | Hold |
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|
2019
Q3 | $49K | Hold |
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|
2019
Q2 | $49K | Hold |
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|
2019
Q1 | $49K | Buy |
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