Brightworth’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-26,236
| Closed | -$665K | – | 83 |
|
2020
Q1 | $665K | Buy |
26,236
+4,041
| +18% | +$102K | 0.12% | 53 |
|
2019
Q4 | $804K | Buy |
22,195
+1,582
| +8% | +$57.3K | 0.15% | 56 |
|
2019
Q3 | $699K | Buy |
20,613
+590
| +3% | +$20K | 0.15% | 55 |
|
2019
Q2 | $682K | Sell |
20,023
-2,037
| -9% | -$69.4K | 0.14% | 55 |
|
2019
Q1 | $735K | Sell |
22,060
-917
| -4% | -$30.6K | 0.15% | 57 |
|
2018
Q4 | $676K | Buy |
22,977
+617
| +3% | +$18.2K | 0.16% | 55 |
|
2018
Q3 | $808K | Buy |
22,360
+815
| +4% | +$29.5K | 0.18% | 49 |
|
2018
Q2 | $751K | Buy |
21,545
+3,300
| +18% | +$115K | 0.18% | 50 |
|
2018
Q1 | $605K | Buy |
+18,245
| New | +$605K | 0.14% | 59 |
|