Measured Wealth Private Client Group’s SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $655K | Sell |
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|
2024
Q1 | $682K | Buy |
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|
2023
Q4 | $616K | Sell |
|
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|
2023
Q3 | $585K | Buy |
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|
2023
Q2 | $560K | Sell |
|
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|
2023
Q1 | $572K | Sell |
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|
2022
Q4 | $594K | Sell |
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|
2022
Q3 | $596K | Sell |
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|
2022
Q2 | $728K | Sell |
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|
2022
Q1 | $976K | Sell |
|
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|
2021
Q4 | $1.24M | Sell |
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|
2021
Q3 | $1.45M | Sell |
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|
2021
Q2 | $4.47M | Buy |
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|
2021
Q1 | $4.16M | Buy |
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|
2020
Q4 | $3.75M | Buy |
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|
2020
Q3 | $3.6M | Buy |
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|
2020
Q2 | $3.22M | Buy |
|