AWA
Alaska Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
27,104
+2,064
| +8% | +$112K | 0.21% | 32 |
|
|
2025
Q1 | $1.28M | Sell |
25,040
-229
| -0.9% | -$11.7K | 0.2% | 32 |
|
|
2024
Q4 | $1.38M | Buy |
25,269
+979
| +4% | +$53.5K | 0.21% | 30 |
|
|
2024
Q3 | $1.33M | Sell |
24,290
-187
| -0.8% | -$10.2K | 0.2% | 31 |
|
|
2024
Q2 | $1.26M | Sell |
24,477
-1,215
| -5% | -$62.3K | 0.19% | 32 |
|
|
2024
Q1 | $1.37M | Buy |
25,692
+2,429
| +10% | +$130K | 0.21% | 31 |
|
|
2023
Q4 | $1.13M | Buy |
23,263
+3,718
| +19% | +$181K | 0.19% | 32 |
|
|
2023
Q3 | $856K | Sell |
19,545
-291
| -1% | -$12.7K | 0.14% | 31 |
|
|
2023
Q2 | $910K | Buy |
+19,836
| New | +$910K | 0.14% | 32 |
|