CCA
Cobblestone Capital 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 | $1.99M | Buy |
90,150
+9,630
| +12% | +$213K | 0.1% | 86 |
|
2025
Q1 | $1.78M | Sell |
80,520
-10,790
| -12% | -$238K | 0.1% | 89 |
|
2024
Q4 | $1.97M | Buy |
91,310
+15,645
| +21% | +$337K | 0.11% | 82 |
|
2024
Q3 | $1.7M | Sell |
75,665
-2,245
| -3% | -$50.6K | 0.1% | 94 |
|
2024
Q2 | $1.68M | Buy |
+77,910
| New | +$1.68M | 0.1% | 91 |
|