FirstPurpose 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
Q1 | $990K | Sell |
46,785
-814
| -2% | -$17.2K | 0.36% | 52 |
|
|
2023
Q4 | $1.05M | Sell |
47,599
-2,725
| -5% | -$60.1K | 0.4% | 42 |
|
|
2023
Q3 | $1.05M | Buy |
50,324
+3,381
| +7% | +$70.3K | 0.45% | 39 |
|
|
2023
Q2 | $1.03M | Sell |
46,943
-1,054
| -2% | -$23.1K | 0.44% | 39 |
|
|
2023
Q1 | $1.06M | Buy |
47,997
+14,969
| +45% | +$332K | 0.52% | 33 |
|
|
2022
Q4 | $717K | Sell |
33,028
-3,888
| -11% | -$84.4K | 0.4% | 47 |
|
|
2022
Q3 | $792K | Buy |
36,916
+1,860
| +5% | +$39.9K | 0.52% | 33 |
|
|
2022
Q2 | $801K | Buy |
35,056
+1,627
| +5% | +$37.2K | 0.54% | 33 |
|
|
2022
Q1 | $801K | Sell |
33,429
-5,689
| -15% | -$136K | 0.62% | 32 |
|
|
2021
Q4 | $993K | Buy |
+39,118
| New | +$993K | 0.62% | 27 |
|