Simplicity Solutions’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 |
-31,639
| Closed | -$693K | – | 1081 |
|
|
2023
Q2 | $693K | Buy |
+31,639
| New | +$693K | 0.02% | 569 |
|
|
2021
Q1 | – | Sell |
-168,204
| Closed | -$4.44M | – | 911 |
|
|
2020
Q4 | $4.44M | Buy |
168,204
+16,742
| +11% | +$442K | 0.07% | 251 |
|
|
2020
Q3 | $4.04M | Buy |
151,462
+5,083
| +3% | +$135K | 0.07% | 222 |
|
|
2020
Q2 | $3.92M | Buy |
146,379
+82,088
| +128% | +$2.2M | 0.08% | 205 |
|
|
2020
Q1 | $1.72M | Buy |
64,291
+23,042
| +56% | +$615K | 0.05% | 241 |
|
|
2019
Q4 | $1.08M | Buy |
41,249
+17,267
| +72% | +$451K | 0.03% | 376 |
|
|
2019
Q3 | $630K | Buy |
+23,982
| New | +$630K | 0.03% | 380 |
|