Boston Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $465K | Sell |
8,494
-230
| -3% | -$12.6K | 0.01% | 246 |
|
|
2024
Q3 | $477K | Buy |
8,724
+230
| +3% | +$12.6K | 0.01% | 245 |
|
|
2024
Q2 | $436K | Hold |
8,494
| – | – | 0.01% | 248 |
|
|
2024
Q1 | $453K | Hold |
8,494
| – | – | 0.01% | 256 |
|
|
2023
Q4 | $414K | Hold |
8,494
| – | – | 0.01% | 257 |
|
|
2023
Q3 | $372K | Hold |
8,494
| – | – | 0.01% | 252 |
|
|
2023
Q2 | $390K | Hold |
8,494
| – | – | 0.01% | 251 |
|
|
2023
Q1 | $373K | Hold |
8,494
| – | – | 0.01% | 251 |
|
|
2022
Q4 | $361K | Buy |
8,494
+3,295
| +63% | +$140K | 0.01% | 254 |
|
|
2022
Q3 | $200K | Buy |
+5,199
| New | +$200K | 0.01% | 297 |
|
|
2022
Q2 | – | Sell |
-4,668
| Closed | -$220K | – | 300 |
|
|
2022
Q1 | $220K | Hold |
4,668
| – | – | 0.01% | 275 |
|
|
2021
Q4 | $232K | Buy |
+4,668
| New | +$232K | 0.01% | 244 |
|