Bartlett & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $21K | Hold |
424
| – | – | ﹤0.01% | 876 |
|
|
2023
Q3 | $19K | Hold |
424
| – | – | ﹤0.01% | 833 |
|
|
2023
Q2 | $19K | Hold |
424
| – | – | ﹤0.01% | 833 |
|
|
2023
Q1 | $19K | Hold |
424
| – | – | ﹤0.01% | 726 |
|
|
2022
Q4 | $18K | Hold |
424
| – | – | ﹤0.01% | 735 |
|
|
2022
Q3 | $16K | Hold |
424
| – | – | ﹤0.01% | 747 |
|
|
2022
Q2 | $17K | Buy |
+424
| New | +$17K | ﹤0.01% | 767 |
|
|
2021
Q4 | – | Sell |
-286
| Closed | -$13K | – | 812 |
|
|
2021
Q3 | $13K | Buy |
+286
| New | +$13K | ﹤0.01% | 676 |
|