WCWM
Willow Creek Wealth Management’s SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.05M | Buy |
92,559
+274
| +0.3% | +$6.06K | 0.18% | 51 |
|
|
2025
Q1 | $2.03M | Sell |
92,285
-46
| -0% | -$1.01K | 0.2% | 48 |
|
|
2024
Q4 | $1.99M | Sell |
92,331
-321
| -0.3% | -$6.92K | 0.2% | 47 |
|
|
2024
Q3 | $2.09M | Sell |
92,652
-235
| -0.3% | -$5.3K | 0.22% | 47 |
|
|
2024
Q2 | $2M | Sell |
92,887
-15,107
| -14% | -$326K | 0.23% | 48 |
|
|
2024
Q1 | $2.35M | Hold |
107,994
| – | – | 0.27% | 45 |
|
|
2023
Q4 | $2.38M | Sell |
107,994
-8,587
| -7% | -$190K | 0.3% | 41 |
|
|
2023
Q3 | $2.42M | Sell |
116,581
-13,341
| -10% | -$277K | 0.36% | 35 |
|
|
2023
Q2 | $2.85M | Buy |
129,922
+565
| +0.4% | +$12.4K | 0.4% | 36 |
|
|
2023
Q1 | $2.87M | Sell |
129,357
-2,131
| -2% | -$47.3K | 0.44% | 33 |
|
|
2022
Q4 | $2.85M | Buy |
131,488
+47,080
| +56% | +$1.02M | 0.47% | 31 |
|
|
2022
Q3 | $1.81M | Sell |
84,408
-35,788
| -30% | -$768K | 0.35% | 34 |
|
|
2022
Q2 | $2.75M | Buy |
120,196
+7,112
| +6% | +$162K | 0.51% | 27 |
|
|
2022
Q1 | $2.71M | Sell |
113,084
-8,366
| -7% | -$200K | 0.54% | 24 |
|
|
2021
Q4 | $3.08M | Sell |
121,450
-70,145
| -37% | -$1.78M | 0.64% | 23 |
|
|
2021
Q3 | $4.93M | Buy |
191,595
+59,301
| +45% | +$1.53M | 1.09% | 18 |
|
|
2021
Q2 | $3.42M | Buy |
132,294
+17,348
| +15% | +$449K | 0.82% | 19 |
|
|
2021
Q1 | $2.98M | Buy |
114,946
+38,843
| +51% | +$1.01M | 1.1% | 16 |
|
|
2020
Q4 | $2.01M | Buy |
76,103
+31,491
| +71% | +$832K | 0.76% | 17 |
|
|
2020
Q3 | $1.19M | Buy |
44,612
+36,882
| +477% | +$982K | 0.49% | 23 |
|
|
2020
Q2 | $207K | Buy |
+7,730
| New | +$207K | 0.09% | 75 |
|