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COCM
Charter Oak Capital Management’s
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
Stock Holding History
Charter Oak Capital Management’s Portfolio
SPMB Stock Details
SPMB Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q3
–
Sell
-4,328
Closed
-$99K
–
773
2022
Q2
$99K
Hold
4,328
–
–
0.01%
243
2022
Q1
$104K
Buy
4,328
+2,116
+96%
+$52.1K
0.01%
248
2021
Q4
$56K
Hold
2,212
–
–
0.01%
338
2021
Q3
$57K
Hold
2,212
–
–
0.01%
316
2021
Q2
$57K
Hold
2,212
–
–
0.01%
306
2021
Q1
$57K
Hold
2,212
–
–
0.01%
301
2020
Q4
$58K
Buy
+2,212
New
+$58.6K
0.01%
278
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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