Squar Milner Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-6,518
| Closed | -$173K | – | 655 |
|
|
2020
Q1 | $173K | Buy |
6,518
+1,480
| +29% | +$39.3K | 0.1% | 180 |
|
|
2019
Q4 | $131K | Buy |
+5,038
| New | +$131K | 0.07% | 273 |
|
|
2019
Q3 | – | Sell |
-277
| Closed | -$7K | – | 640 |
|
|
2019
Q2 | $7K | Hold |
277
| – | – | ﹤0.01% | 557 |
|
|
2019
Q1 | $7K | Hold |
277
| – | – | 0.01% | 602 |
|
|
2018
Q4 | $7K | Hold |
277
| – | – | 0.01% | 524 |
|
|
2018
Q3 | $7K | Hold |
277
| – | – | 0.01% | 559 |
|
|
2018
Q2 | $7K | Buy |
+277
| New | +$7K | 0.01% | 654 |
|