BerganKDV Wealth Management’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
Q2 | – | Sell |
-482
| Closed | -$21.2K | – | 1059 |
|
|
2023
Q1 | $21.2K | Hold |
482
| – | – | ﹤0.01% | 513 |
|
|
2022
Q4 | $20.5K | Hold |
482
| – | – | ﹤0.01% | 490 |
|
|
2022
Q3 | $19K | Hold |
482
| – | – | ﹤0.01% | 502 |
|
|
2022
Q2 | $19K | Hold |
482
| – | – | ﹤0.01% | 503 |
|
|
2022
Q1 | $23K | Hold |
482
| – | – | ﹤0.01% | 500 |
|
|
2021
Q4 | $24K | Hold |
482
| – | – | ﹤0.01% | 525 |
|
|
2021
Q3 | $22K | Hold |
482
| – | – | ﹤0.01% | 515 |
|
|
2021
Q2 | $23K | Buy |
+482
| New | +$23K | ﹤0.01% | 503 |
|