Avestar Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-7,813
| Closed | -$271K | – | 278 |
|
|
2020
Q3 | $271K | Sell |
7,813
-2,334
| -23% | -$81K | 0.09% | 173 |
|
|
2020
Q2 | $317K | Sell |
10,147
-2,479
| -20% | -$77.4K | 0.14% | 131 |
|
|
2020
Q1 | $320K | Sell |
12,626
-11,355
| -47% | -$288K | 0.17% | 114 |
|
|
2019
Q4 | $868K | Sell |
23,981
-147
| -0.6% | -$5.32K | 0.49% | 51 |
|
|
2019
Q3 | $818K | Buy |
24,128
+4,721
| +24% | +$160K | 0.51% | 45 |
|
|
2019
Q2 | $635K | Buy |
19,407
+3,082
| +19% | +$101K | 0.4% | 47 |
|
|
2019
Q1 | $522K | Buy |
16,325
+6,173
| +61% | +$197K | 0.34% | 53 |
|
|
2018
Q4 | $275K | Buy |
+10,152
| New | +$275K | 0.19% | 79 |
|