Balboa Wealth 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
Q2 | $327K | Sell |
6,010
-141
| -2% | -$7.67K | 0.07% | 234 |
|
|
2025
Q1 | $315K | Buy |
6,151
+832
| +16% | +$42.6K | 0.08% | 190 |
|
|
2024
Q4 | $291K | Sell |
5,319
-382
| -7% | -$20.9K | 0.07% | 218 |
|
|
2024
Q3 | $312K | Buy |
5,701
+27
| +0.5% | +$1.48K | 0.08% | 185 |
|
|
2024
Q2 | $291K | Buy |
5,674
+196
| +4% | +$10.1K | 0.08% | 194 |
|
|
2024
Q1 | $292K | Buy |
5,478
+226
| +4% | +$12.1K | 0.09% | 169 |
|
|
2023
Q4 | $256K | Sell |
5,252
-120
| -2% | -$5.85K | 0.09% | 183 |
|
|
2023
Q3 | $235K | Sell |
5,372
-21
| -0.4% | -$920 | 0.09% | 190 |
|
|
2023
Q2 | $247K | Buy |
+5,393
| New | +$247K | 0.09% | 189 |
|