Carroll Financial Associates’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $7.37M | Buy |
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|
2021
Q3 | $5.73M | Buy |
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|
2021
Q2 | $5.24M | Sell |
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|
2021
Q1 | $6.11M | Sell |
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|
2020
Q4 | $5.9M | Buy |
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|
2020
Q3 | $3.16M | Sell |
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|
2020
Q2 | $3.21M | Sell |
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|
2020
Q1 | $5.14M | Buy |
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|
2019
Q4 | $193K | Sell |
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|
2019
Q3 | $190K | Sell |
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|
2019
Q2 | $396K | Sell |
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|
2019
Q1 | $22.7M | Buy |
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