Capstone Wealth Management Group (Pennsylvania)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275K | Sell |
5,065
-2,422
| -32% | -$132K | 0.26% | 45 |
|
|
2025
Q1 | $383K | Sell |
7,487
-17,445
| -70% | -$893K | 0.22% | 57 |
|
|
2024
Q4 | $1.36M | Buy |
+24,932
| New | +$1.36M | 0.73% | 32 |
|
|
2023
Q1 | – | Sell |
-16,940
| Closed | -$720K | – | 61 |
|
|
2022
Q4 | $720K | Sell |
16,940
-3,067
| -15% | -$130K | 0.77% | 30 |
|
|
2022
Q3 | $771K | Buy |
20,007
+788
| +4% | +$30.4K | 0.99% | 27 |
|
|
2022
Q2 | $763K | Buy |
19,219
+1,278
| +7% | +$50.7K | 0.92% | 27 |
|
|
2022
Q1 | $846K | Buy |
17,941
+462
| +3% | +$21.8K | 0.85% | 28 |
|
|
2021
Q4 | $869K | Buy |
+17,479
| New | +$869K | 0.71% | 29 |
|