Bison Wealth’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $253K | Sell |
|
|||||
|
2024
Q2 | $349K | Hold |
|
|||||
|
2024
Q1 | $349K | Sell |
|
|||||
|
2023
Q4 | $323K | Sell |
|
|||||
|
2023
Q3 | $293K | Sell |
|
|||||
|
2023
Q2 | $309K | Buy |
|
|||||
|
2023
Q1 | $286K | Buy |
|
|||||
|
2022
Q4 | $301K | Sell |
|
|||||
|
2022
Q3 | $256K | Sell |
|
|||||
|
2022
Q2 | $273K | Sell |
|
|||||
|
2022
Q1 | $334K | Sell |
|
|||||
|
2021
Q4 | $459K | Buy |
|
|||||
|
2021
Q3 | $424K | Buy |
|
|||||
|
2021
Q2 | $351K | Buy |
|