CWA
Carolina Wealth Advisors’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.81K | Hold |
70
| – | – | ﹤0.01% | 199 |
|
|
2025
Q1 | $3.58K | Hold |
70
| – | – | ﹤0.01% | 208 |
|
|
2024
Q4 | $3.83K | Hold |
70
| – | – | ﹤0.01% | 213 |
|
|
2024
Q3 | $3.83K | Sell |
70
-600
| -90% | -$32.8K | ﹤0.01% | 249 |
|
|
2024
Q2 | $34.4K | Hold |
670
| – | – | 0.02% | 108 |
|
|
2024
Q1 | $35.7K | Hold |
670
| – | – | 0.02% | 116 |
|
|
2023
Q4 | $32.6K | Hold |
670
| – | – | 0.02% | 125 |
|
|
2023
Q3 | $29.3K | Hold |
670
| – | – | 0.02% | 134 |
|
|
2023
Q2 | $30.7K | Sell |
670
-200
| -23% | -$9.18K | 0.02% | 117 |
|
|
2023
Q1 | $38.2K | Hold |
870
| – | – | 0.02% | 116 |
|
|
2022
Q4 | $37K | Buy |
870
+100
| +13% | +$4.25K | 0.02% | 108 |
|
|
2022
Q3 | $30K | Hold |
770
| – | – | 0.02% | 113 |
|
|
2022
Q2 | $31K | Buy |
770
+200
| +35% | +$8.05K | 0.02% | 131 |
|
|
2022
Q1 | $27K | Hold |
570
| – | – | 0.02% | 144 |
|
|
2021
Q4 | $28K | Hold |
570
| – | – | 0.02% | 156 |
|
|
2021
Q3 | $26K | Hold |
570
| – | – | 0.02% | 151 |
|
|
2021
Q2 | $27K | Hold |
570
| – | – | 0.02% | 153 |
|
|
2021
Q1 | $26K | Hold |
570
| – | – | 0.02% | 160 |
|
|
2020
Q4 | $23K | Hold |
570
| – | – | 0.02% | 112 |
|
|
2020
Q3 | $19K | Hold |
570
| – | – | 0.02% | 105 |
|
|
2020
Q2 | $18K | Hold |
570
| – | – | 0.02% | 94 |
|
|
2020
Q1 | $14K | Sell |
570
-340
| -37% | -$8.35K | 0.02% | 98 |
|
|
2019
Q4 | $33K | Buy |
+910
| New | +$33K | 0.03% | 76 |
|