TCWP’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
Q2 | – | Sell |
-23,962
| Closed | -$531K | – | 241 |
|
|
2023
Q1 | $531K | Buy |
23,962
+3,541
| +17% | +$78.5K | 0.1% | 131 |
|
|
2022
Q4 | $443K | Buy |
20,421
+2,541
| +14% | +$55.1K | 0.09% | 154 |
|
|
2022
Q3 | $383K | Buy |
17,880
+6,556
| +58% | +$140K | 0.08% | 170 |
|
|
2022
Q2 | $258K | Buy |
11,324
+1,307
| +13% | +$29.8K | 0.05% | 226 |
|
|
2022
Q1 | $240K | Buy |
10,017
+711
| +8% | +$17K | 0.04% | 254 |
|
|
2021
Q4 | $236K | Buy |
+9,306
| New | +$236K | 0.05% | 234 |
|