Affiance Financial’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-889
| Closed | -$37.8K | – | 371 |
|
|
2022
Q4 | $37.8K | Buy |
+889
| New | +$37.8K | 0.02% | 184 |
|
|
2020
Q2 | – | Sell |
-11,401
| Closed | -$289K | – | 139 |
|
|
2020
Q1 | $289K | Hold |
11,401
| – | – | 0.2% | 66 |
|
|
2019
Q4 | $413K | Hold |
11,401
| – | – | 0.23% | 61 |
|
|
2019
Q3 | $386K | Hold |
11,401
| – | – | 0.23% | 64 |
|
|
2019
Q2 | $388K | Hold |
11,401
| – | – | 0.24% | 65 |
|
|
2019
Q1 | $380K | Sell |
11,401
-20,708
| -64% | -$690K | 0.24% | 66 |
|
|
2018
Q4 | $945K | Buy |
+32,109
| New | +$945K | 0.62% | 32 |
|