Corient Private Wealth’s SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,642
| Closed | -$231K | – | 2377 |
|
|
2024
Q1 | $231K | Buy |
10,642
+363
| +4% | +$7.88K | ﹤0.01% | 2017 |
|
|
2023
Q4 | $227K | Sell |
10,279
-1
| -0% | -$22 | ﹤0.01% | 2003 |
|
|
2023
Q3 | $214K | Sell |
10,280
-2,276
| -18% | -$47.3K | ﹤0.01% | 1883 |
|
|
2023
Q2 | $275K | Buy |
12,556
+2,277
| +22% | +$49.9K | ﹤0.01% | 1732 |
|
|
2023
Q1 | $228K | Hold |
10,279
| – | – | ﹤0.01% | 1727 |
|
|
2022
Q4 | $223K | Buy |
+10,279
| New | +$223K | ﹤0.01% | 1449 |
|