BMD
Better Money Decisions’s SPDR S&P Kensho Intelligent Structures ETF SIMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,458
| Closed | -$215K | – | 66 |
|
|
2024
Q2 | $215K | Buy |
6,458
+20
| +0.3% | +$666 | 0.16% | 63 |
|
|
2024
Q1 | $223K | Sell |
6,438
-2,209
| -26% | -$76.6K | 0.18% | 63 |
|
|
2023
Q4 | $299K | Buy |
8,647
+18
| +0.2% | +$622 | 0.25% | 49 |
|
|
2023
Q3 | $275K | Buy |
8,629
+28
| +0.3% | +$891 | 0.24% | 50 |
|
|
2023
Q2 | $309K | Buy |
8,601
+44
| +0.5% | +$1.58K | 0.25% | 50 |
|
|
2023
Q1 | $296K | Buy |
8,557
+39
| +0.5% | +$1.35K | 0.25% | 47 |
|
|
2022
Q4 | $278K | Buy |
8,518
+1
| +0% | +$33 | 0.24% | 55 |
|
|
2022
Q3 | $274K | Buy |
8,517
+1
| +0% | +$32 | 0.27% | 49 |
|
|
2022
Q2 | $273K | Buy |
8,516
+2
| +0% | +$64 | 0.23% | 50 |
|
|
2022
Q1 | $347K | Hold |
8,514
| – | – | 0.33% | 48 |
|
|
2021
Q4 | $387K | Buy |
8,514
+19
| +0.2% | +$864 | 0.33% | 46 |
|
|
2021
Q3 | $371K | Buy |
8,495
+8
| +0.1% | +$349 | 0.31% | 47 |
|
|
2021
Q2 | $406K | Buy |
8,487
+38
| +0.4% | +$1.82K | 0.36% | 42 |
|
|
2021
Q1 | $384K | Buy |
+8,449
| New | +$384K | 0.4% | 36 |
|