Berman Capital 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
2021 Q1	–	Sell	-22,656	Closed	-$915K	–	1904
2020 Q4	$915K	Buy	22,656 +93	+0.4%	+$3.76K	0.22%	56
2020 Q3	$736K	Sell	22,563 -24,865	-52%	-$811K	0.21%	56
2020 Q2	$1.48M	Buy	47,428 +201	+0.4%	+$6.28K	0.39%	36
2020 Q1	$1.2M	Buy	+47,227	New	+$1.2M	0.39%	31