Bull Oak Capital’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
2022
Q2
Sell
-77,411
Closed -$3.65M 27
2022
Q1
$3.65M Sell
77,411
-6,298
-8% -$297K 2.99% 15
2021
Q4
$4.16M Buy
+83,709
New +$4.16M 3.77% 11