LFPWM
Leicht Financial Planning & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19M | Buy |
861,456
+74,112
| +9% | +$1.64M | 9.04% | 4 |
|
|
2025
Q1 | $17.4M | Buy |
787,344
+40,180
| +5% | +$886K | 9.08% | 5 |
|
|
2024
Q4 | $16.1M | Buy |
747,164
+7,704
| +1% | +$166K | 8.24% | 6 |
|
|
2024
Q3 | $16.7M | Sell |
739,460
-11,784
| -2% | -$265K | 8.39% | 6 |
|
|
2024
Q2 | $16.2M | Buy |
751,244
+25,816
| +4% | +$557K | 8.63% | 4 |
|
|
2024
Q1 | $15.8M | Buy |
725,428
+50,036
| +7% | +$1.09M | 8.64% | 6 |
|
|
2023
Q4 | $14.9M | Sell |
675,392
-15,448
| -2% | -$341K | 8.55% | 5 |
|
|
2023
Q3 | $14.4M | Buy |
690,840
+19,844
| +3% | +$413K | 8.87% | 5 |
|
|
2023
Q2 | $14.7M | Buy |
670,996
+125,399
| +23% | +$2.75M | 8.88% | 5 |
|
|
2023
Q1 | $12.1M | Buy |
545,597
+300,825
| +123% | +$6.67M | 7.45% | 6 |
|
|
2022
Q4 | $5.31M | Sell |
244,772
-2,178
| -0.9% | -$47.3K | 3.56% | 12 |
|
|
2022
Q3 | $5.3M | Sell |
246,950
-6,485
| -3% | -$139K | 3.79% | 12 |
|
|
2022
Q2 | $5.79M | Sell |
253,435
-3,934
| -2% | -$89.9K | 3.92% | 13 |
|
|
2022
Q1 | $6.17M | Sell |
257,369
-37,496
| -13% | -$898K | 3.67% | 13 |
|
|
2021
Q4 | $7.48M | Buy |
294,865
+35,841
| +14% | +$910K | 4.27% | 11 |
|
|
2021
Q3 | $6.68M | Buy |
259,024
+3,669
| +1% | +$94.5K | 4.01% | 10 |
|
|
2021
Q2 | $6.61M | Sell |
255,355
-53,167
| -17% | -$1.38M | 4.01% | 11 |
|
|
2021
Q1 | $8M | Sell |
308,522
-18,533
| -6% | -$481K | 5.18% | 8 |
|
|
2020
Q4 | $8.64M | Sell |
327,055
-48,164
| -13% | -$1.27M | 5.86% | 8 |
|
|
2020
Q3 | $9.99M | Sell |
375,219
-57,377
| -13% | -$1.53M | 7.42% | 5 |
|
|
2020
Q2 | $11.6M | Buy |
+432,596
| New | +$11.6M | 9.2% | 3 |
|