Kingswood Wealth Advisors’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
Sell
-11,662
Closed -$263K 891
2024
Q3
$263K Sell
11,662
-10,961
-48% -$247K 0.02% 610
2024
Q2
$488K Buy
+22,623
New +$488K 0.04% 401