EWM
Elmwood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-6,250
| Closed | -$160K | – | 332 |
|
|
2020
Q1 | $160K | Buy |
+6,250
| New | +$160K | 0.15% | 95 |
|
|
2019
Q1 | – | Sell |
-6,250
| Closed | -$159K | – | 301 |
|
|
2018
Q4 | $159K | Hold |
6,250
| – | – | 0.15% | 93 |
|
|
2018
Q3 | $158K | Hold |
6,250
| – | – | 0.13% | 100 |
|
|
2018
Q2 | $158K | Hold |
6,250
| – | – | 0.14% | 97 |
|
|
2018
Q1 | $160K | Buy |
+6,250
| New | +$160K | 0.15% | 95 |
|