Accel Wealth Management’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,390
| Closed | -$119K | – | 967 |
|
|
2021
Q4 | $119K | Hold |
2,390
| – | – | 0.06% | 237 |
|
|
2021
Q3 | $110K | Hold |
2,390
| – | – | 0.07% | 208 |
|
|
2021
Q2 | $113K | Sell |
2,390
-245
| -9% | -$11.6K | 0.07% | 218 |
|
|
2021
Q1 | $121K | Hold |
2,635
| – | – | 0.1% | 187 |
|
|
2020
Q4 | $106K | Buy |
+2,635
| New | +$106K | 0.1% | 196 |
|