Disciplined Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,611
| Closed | -$167K | – | 1341 |
|
|
2023
Q2 | $167K | Sell |
7,611
-5,548
| -42% | -$122K | 0.09% | 123 |
|
|
2023
Q1 | $292K | Sell |
13,159
-5,485
| -29% | -$122K | 0.12% | 116 |
|
|
2022
Q4 | $405K | Buy |
18,644
+130
| +0.7% | +$2.82K | 0.2% | 83 |
|
|
2022
Q3 | $397K | Buy |
18,514
+5,043
| +37% | +$108K | 0.18% | 94 |
|
|
2022
Q2 | $308K | Buy |
13,471
+256
| +2% | +$5.85K | 0.14% | 106 |
|
|
2022
Q1 | $317K | Buy |
+13,215
| New | +$317K | 0.13% | 103 |
|
|
2020
Q2 | – | Sell |
-346
| Closed | -$9K | – | 440 |
|
|
2020
Q1 | $9K | Buy |
+346
| New | +$9K | 0.01% | 280 |
|