BFA
Beacon Financial Advisory’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,596
| Closed | -$222K | – | 219 |
|
|
2022
Q2 | $222K | Sell |
5,596
-655
| -10% | -$26K | 0.13% | 197 |
|
|
2022
Q1 | $295K | Buy |
6,251
+4
| +0.1% | +$189 | 0.14% | 180 |
|
|
2021
Q4 | $311K | Sell |
6,247
-321
| -5% | -$16K | 0.14% | 176 |
|
|
2021
Q3 | $303K | Sell |
6,568
-282
| -4% | -$13K | 0.16% | 167 |
|
|
2021
Q2 | $323K | Sell |
6,850
-213
| -3% | -$10K | 0.17% | 154 |
|
|
2021
Q1 | $323K | Sell |
7,063
-4,825
| -41% | -$221K | 0.18% | 145 |
|
|
2020
Q4 | $480K | Buy |
11,888
+82
| +0.7% | +$3.31K | 0.31% | 103 |
|
|
2020
Q3 | $385K | Sell |
11,806
-769
| -6% | -$25.1K | 0.33% | 103 |
|
|
2020
Q2 | $392K | Sell |
12,575
-2,225
| -15% | -$69.4K | 0.43% | 73 |
|
|
2020
Q1 | $374K | Sell |
14,800
-3,162
| -18% | -$79.9K | 0.48% | 68 |
|
|
2019
Q4 | $650K | Buy |
+17,962
| New | +$650K | 0.56% | 49 |
|