Chesapeake Wealth Management SPMB Holdings History
Chesapeake Wealth Management's SPDR Portfolio Mortgage Backed Bond ETF Holding Summary
As of 2025-03-31, Chesapeake Wealth Management held 279,607.00 shares of SPDR Portfolio Mortgage Backed Bond ETF(SPMB), totaling $6.17 Mil. This investment constitutes 2.2% of their stock portfolio, and Chesapeake Wealth Management now holds 0.1% of the outstanding SPDR Portfolio Mortgage Backed Bond ETF(SPMB) stock.
The initial trade took place in 2021Q3. And since then Chesapeake Wealth Management has made 8 purchases of SPMB, at an average price of $25.24, for a total of 354,952.00 shares. In addition, there have been 7 sales at an average price of $21.78 for 75,345.00 shares. Based on historical transaction data and SPMB's current price of $21.89, Chesapeake Wealth Management's estimated gain on his SPMB holdings is $-1.20 Mil, reflecting a -13.38% gain to date.
Chesapeake Wealth Management SPMB ($21.89) Holding Chart
Chesapeake Wealth Management SPMB ($21.89) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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