Aveo Capital Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-17,391
| Closed | -$951K | – | 310 |
|
|
2024
Q4 | $951K | Sell |
17,391
-1,218
| -7% | -$66.6K | 0.1% | 137 |
|
|
2024
Q3 | $1.02M | Buy |
18,609
+643
| +4% | +$35.2K | 0.11% | 137 |
|
|
2024
Q2 | $922K | Sell |
17,966
-242
| -1% | -$12.4K | 0.1% | 139 |
|
|
2024
Q1 | $934K | Buy |
18,208
+589
| +3% | +$30.2K | 0.1% | 144 |
|
|
2023
Q4 | $858K | Sell |
17,619
-940
| -5% | -$45.8K | 0.1% | 141 |
|
|
2023
Q3 | $813K | Sell |
18,559
-235
| -1% | -$10.3K | 0.11% | 142 |
|
|
2023
Q2 | $862K | Sell |
18,794
-208
| -1% | -$9.55K | 0.11% | 143 |
|
|
2023
Q1 | $835K | Buy |
19,002
+358
| +2% | +$15.7K | 0.11% | 133 |
|
|
2022
Q4 | $792K | Buy |
18,644
+1,047
| +6% | +$44.5K | 0.12% | 136 |
|
|
2022
Q3 | $679K | Sell |
17,597
-382
| -2% | -$14.7K | 0.12% | 131 |
|
|
2022
Q2 | $714K | Buy |
17,979
+2,568
| +17% | +$102K | 0.12% | 141 |
|
|
2022
Q1 | $727K | Buy |
15,411
+4,273
| +38% | +$202K | 0.13% | 137 |
|
|
2021
Q4 | $554K | Buy |
11,138
+584
| +6% | +$29K | 0.1% | 162 |
|
|
2021
Q3 | $487K | Buy |
10,554
+288
| +3% | +$13.3K | 0.1% | 161 |
|
|
2021
Q2 | $485K | Buy |
10,266
+434
| +4% | +$20.5K | 0.11% | 167 |
|
|
2021
Q1 | $450K | Buy |
+9,832
| New | +$450K | 0.11% | 151 |
|
|
2020
Q4 | – | Sell |
-11,091
| Closed | -$362K | – | 157 |
|
|
2020
Q3 | $362K | Buy |
+11,091
| New | +$362K | 0.13% | 138 |
|