CIAS
CFS Investment Advisory Services’s SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,620
| Closed | -$256K | – | 158 |
|
|
2023
Q4 | $256K | Buy |
+11,620
| New | +$256K | 0.05% | 139 |
|
|
2022
Q4 | – | Sell |
-183,611
| Closed | -$8.46M | – | 246 |
|
|
2022
Q3 | $8.46M | Buy |
+183,611
| New | +$8.46M | 1.95% | 10 |
|
|
2022
Q2 | – | Sell |
-164,645
| Closed | -$27K | – | 497 |
|
|
2022
Q1 | $27K | Buy |
+164,645
| New | +$27K | 0.12% | 91 |
|
|
2021
Q4 | – | Sell |
-8,855
| Closed | -$228K | – | 225 |
|
|
2021
Q3 | $228K | Buy |
+8,855
| New | +$228K | 0.03% | 188 |
|
|
2020
Q4 | $240K | Buy |
+9,100
| New | +$240K | 0.04% | 167 |
|