ICA Group Wealth Management’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 |
-20,729
| Closed | -$450K | – | 1256 |
|
2024
Q1 | $450K | Buy |
20,729
+8,585
| +71% | +$186K | 0.09% | 174 |
|
2023
Q4 | $268K | Buy |
12,144
+1,266
| +12% | +$27.9K | 0.06% | 216 |
|
2023
Q3 | $226K | Buy |
10,878
+2,431
| +29% | +$50.6K | 0.06% | 208 |
|
2023
Q2 | $185K | Buy |
8,447
+1,526
| +22% | +$33.4K | 0.05% | 240 |
|
2023
Q1 | $154K | Buy |
6,921
+1,572
| +29% | +$34.9K | 0.04% | 271 |
|
2022
Q4 | $116K | Buy |
+5,349
| New | +$116K | 0.03% | 335 |
|