Bridgeworth’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
Q4 | $81.8M | Sell |
1,678,748
-1,740
| -0.1% | -$84.8K | 8.09% | 4 |
|
|
2023
Q3 | $73.6M | Sell |
1,680,488
-12,823
| -0.8% | -$562K | 8.13% | 3 |
|
|
2023
Q2 | $77.7M | Buy |
1,693,311
+40,492
| +2% | +$1.86M | 8.58% | 3 |
|
|
2023
Q1 | $72.6M | Buy |
1,652,819
+101,494
| +7% | +$4.46M | 9.16% | 3 |
|
|
2022
Q4 | $65.9M | Buy |
1,551,325
+1,381,769
| +815% | +$58.7M | 10.49% | 2 |
|
|
2022
Q3 | $6.54M | Buy |
+169,556
| New | +$6.54M | 1.51% | 17 |
|