B. Riley Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $779K | Sell |
14,248
-4,452
| -24% | -$243K | 0.03% | 537 |
|
|
2024
Q3 | $1.01M | Buy |
18,700
+6,660
| +55% | +$361K | 0.03% | 494 |
|
|
2024
Q2 | $618K | Buy |
+12,040
| New | +$618K | 0.02% | 717 |
|
|
2022
Q3 | – | Sell |
-8,465
| Closed | -$336K | – | 1525 |
|
|
2022
Q2 | $336K | Buy |
8,465
+56
| +0.7% | +$2.22K | 0.01% | 824 |
|
|
2022
Q1 | $397K | Sell |
8,409
-3,349
| -28% | -$158K | 0.01% | 879 |
|
|
2021
Q4 | $585K | Buy |
+11,758
| New | +$585K | 0.02% | 732 |
|
|
2015
Q1 | – | Sell |
-1,545
| Closed | -$43 | – | 1779 |
|
|
2014
Q4 | $43 | Buy |
+1,545
| New | +$43 | ﹤0.01% | 2170 |
|
|
2014
Q3 | – | Sell |
-1,695
| Closed | -$49K | – | 1718 |
|
|
2014
Q2 | $49K | Buy |
+1,695
| New | +$49K | 0.01% | 1042 |
|