CWM
Comprehensive Wealth Management’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 |
-291,567
| Closed | -$6.43M | – | 32 |
|
|
2023
Q4 | $6.43M | Buy |
291,567
+16,840
| +6% | +$372K | 5.81% | 6 |
|
|
2023
Q3 | $5.71M | Sell |
274,727
-8,511
| -3% | -$177K | 5.38% | 6 |
|
|
2023
Q2 | $6.21M | Sell |
283,238
-11,254
| -4% | -$247K | 5.38% | 5 |
|
|
2023
Q1 | $6.53M | Sell |
294,492
-2,123
| -0.7% | -$47.1K | 5.38% | 5 |
|
|
2022
Q4 | $6.44M | Sell |
296,615
-7,857
| -3% | -$170K | 5.93% | 5 |
|
|
2022
Q3 | $6.53M | Sell |
304,472
-12,629
| -4% | -$271K | 6.59% | 4 |
|
|
2022
Q2 | $7.25M | Sell |
317,101
-361,405
| -53% | -$8.26M | 6.25% | 4 |
|
|
2022
Q1 | $16.3M | Buy |
+678,506
| New | +$16.3M | 16.58% | 2 |
|