IHT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-68,598
| Closed | -$1.5M | – | 1024 |
|
|
2023
Q2 | $1.5M | Buy |
+68,598
| New | +$1.5M | 0.08% | 244 |
|
|
2022
Q1 | – | Sell |
-10,332
| Closed | -$262K | – | 842 |
|
|
2021
Q4 | $262K | Sell |
10,332
-1,115
| -10% | -$28.3K | 0.02% | 661 |
|
|
2021
Q3 | $294K | Buy |
11,447
+309
| +3% | +$7.94K | 0.02% | 595 |
|
|
2021
Q2 | $288K | Buy |
11,138
+52
| +0.5% | +$1.35K | 0.02% | 735 |
|
|
2021
Q1 | $287K | Buy |
11,086
+214
| +2% | +$5.54K | 0.02% | 649 |
|
|
2020
Q4 | $287K | Sell |
10,872
-235
| -2% | -$6.2K | 0.02% | 578 |
|
|
2020
Q3 | $296K | Buy |
11,107
+330
| +3% | +$8.79K | 0.03% | 484 |
|
|
2020
Q2 | $289K | Buy |
+10,777
| New | +$289K | 0.04% | 424 |
|
|
2018
Q2 | – | Sell |
-1,665
| Closed | -$43K | – | 1216 |
|
|
2018
Q1 | $43K | Hold |
1,665
| – | – | 0.01% | 727 |
|
|
2017
Q4 | $43K | Hold |
1,665
| – | – | 0.01% | 742 |
|
|
2017
Q3 | $44K | Sell |
1,665
-233
| -12% | -$6.16K | 0.02% | 556 |
|
|
2017
Q2 | $494 | Buy |
1,898
+1,782
| +1,536% | +$464 | 0.24% | 103 |
|
|
2017
Q1 | $6K | Sell |
116
-1,549
| -93% | -$80.1K | ﹤0.01% | 932 |
|
|
2016
Q4 | $44K | Buy |
+1,665
| New | +$44K | 0.03% | 415 |
|