Carolinas Wealth Consulting’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-1,355
| Closed | -$72.3K | – | 1075 |
|
2024
Q1 | $72.3K | Hold |
1,355
| – | – | 0.01% | 324 |
|
2023
Q4 | $66K | Hold |
1,355
| – | – | 0.01% | 298 |
|
2023
Q3 | $56.2K | Sell |
1,355
-205
| -13% | -$8.5K | 0.01% | 300 |
|
2023
Q2 | $71.6K | Buy |
1,560
+71
| +5% | +$3.26K | 0.01% | 305 |
|
2023
Q1 | $65.4K | Sell |
1,489
-39
| -3% | -$1.71K | 0.01% | 322 |
|
2022
Q4 | $64.9K | Buy |
+1,528
| New | +$64.9K | 0.01% | 316 |
|