MWPCG
Measured Wealth Private Client Group’s SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-30,352
| Closed | -$655K | – | 205 |
|
|
2024
Q2 | $655K | Sell |
30,352
-1,067
| -3% | -$23K | 0.23% | 66 |
|
|
2024
Q1 | $682K | Buy |
31,419
+3,493
| +13% | +$75.9K | 0.24% | 71 |
|
|
2023
Q4 | $616K | Sell |
27,926
-196
| -0.7% | -$4.33K | 0.23% | 74 |
|
|
2023
Q3 | $585K | Buy |
28,122
+2,553
| +10% | +$53.1K | 0.24% | 73 |
|
|
2023
Q2 | $560K | Sell |
25,569
-211
| -0.8% | -$4.62K | 0.21% | 76 |
|
|
2023
Q1 | $572K | Sell |
25,780
-1,592
| -6% | -$35.3K | 0.22% | 66 |
|
|
2022
Q4 | $594K | Sell |
27,372
-434
| -2% | -$9.42K | 0.24% | 58 |
|
|
2022
Q3 | $596K | Sell |
27,806
-4,037
| -13% | -$86.5K | 0.26% | 52 |
|
|
2022
Q2 | $728K | Sell |
31,843
-8,879
| -22% | -$203K | 0.32% | 44 |
|
|
2022
Q1 | $976K | Sell |
40,722
-8,311
| -17% | -$199K | 0.36% | 36 |
|
|
2021
Q4 | $1.24M | Sell |
49,033
-7,143
| -13% | -$181K | 0.44% | 35 |
|
|
2021
Q3 | $1.45M | Sell |
56,176
-116,616
| -67% | -$3M | 0.56% | 29 |
|
|
2021
Q2 | $4.47M | Buy |
172,792
+12,356
| +8% | +$319K | 1.42% | 12 |
|
|
2021
Q1 | $4.16M | Buy |
160,436
+18,669
| +13% | +$484K | 1.48% | 14 |
|
|
2020
Q4 | $3.75M | Buy |
141,767
+6,640
| +5% | +$175K | 1.56% | 12 |
|
|
2020
Q3 | $3.6M | Buy |
135,127
+14,948
| +12% | +$398K | 1.74% | 10 |
|
|
2020
Q2 | $3.22M | Buy |
+120,179
| New | +$3.22M | 1.88% | 8 |
|