Householder Group Estate & Retirement Specialist’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
Q4 | $136K | Sell |
6,327
-32,261
| -84% | -$693K | 0.1% | 131 |
|
|
2024
Q3 | $869K | Buy |
38,588
+731
| +2% | +$16.5K | 0.25% | 88 |
|
|
2024
Q2 | $816K | Buy |
37,857
+11,544
| +44% | +$249K | 0.23% | 98 |
|
|
2024
Q1 | $572K | Buy |
26,313
+1,549
| +6% | +$33.6K | 0.17% | 120 |
|
|
2023
Q4 | $546K | Sell |
24,764
-3,342
| -12% | -$73.7K | 0.18% | 108 |
|
|
2023
Q3 | $585K | Buy |
+28,106
| New | +$585K | 0.21% | 94 |
|
|
2023
Q1 | $104K | Buy |
+4,668
| New | +$104K | 0.04% | 300 |
|
|
2022
Q4 | – | Sell |
-869
| Closed | -$18K | – | 1023 |
|
|
2022
Q3 | $18K | Buy |
+869
| New | +$18K | 0.01% | 603 |
|