Altavista Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $334K | Hold |
6,715
| – | – | 0.07% | 152 |
|
2021
Q3 | $310K | Hold |
6,715
| – | – | 0.07% | 150 |
|
2021
Q2 | $317K | Hold |
6,715
| – | – | 0.07% | 150 |
|
2021
Q1 | $307K | Hold |
6,715
| – | – | 0.07% | 146 |
|
2020
Q4 | $271K | Hold |
6,715
| – | – | 0.07% | 151 |
|
2020
Q3 | $219K | Hold |
6,715
| – | – | 0.06% | 155 |
|
2020
Q2 | $210K | Buy |
+6,715
| New | +$210K | 0.06% | 165 |
|
2020
Q1 | – | Sell |
-6,715
| Closed | -$243K | – | 168 |
|
2019
Q4 | $243K | Hold |
6,715
| – | – | 0.07% | 154 |
|
2019
Q3 | $228K | Hold |
6,715
| – | – | 0.07% | 157 |
|
2019
Q2 | $229K | Hold |
6,715
| – | – | 0.07% | 149 |
|
2019
Q1 | $224K | Buy |
+6,715
| New | +$224K | 0.08% | 145 |
|