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