Castleview Partners’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
Q1 | – | Sell |
-1,955
| Closed | -$107K | – | 506 |
|
|
2024
Q4 | $107K | Buy |
1,955
+77
| +4% | +$4.2K | 0.06% | 247 |
|
|
2024
Q3 | $103K | Sell |
1,878
-765
| -29% | -$41.8K | 0.06% | 229 |
|
|
2024
Q2 | $136K | Buy |
2,643
+695
| +36% | +$35.7K | 0.08% | 210 |
|
|
2024
Q1 | $104K | Buy |
1,948
+556
| +40% | +$29.7K | 0.06% | 251 |
|
|
2023
Q4 | $67.8K | Sell |
1,392
-153
| -10% | -$7.46K | 0.05% | 252 |
|
|
2023
Q3 | $67.6K | Sell |
1,545
-112
| -7% | -$4.9K | 0.06% | 221 |
|
|
2023
Q2 | $76.1K | Buy |
1,657
+206
| +14% | +$9.46K | 0.07% | 211 |
|
|
2023
Q1 | $63.8K | Buy |
1,451
+1
| +0.1% | +$44 | 0.06% | 238 |
|
|
2022
Q4 | $61.6K | Hold |
1,450
| – | – | 0.06% | 210 |
|
|
2022
Q3 | $56K | Sell |
1,450
-372
| -20% | -$14.4K | 0.05% | 243 |
|
|
2022
Q2 | $80.8K | Buy |
1,822
+286
| +19% | +$12.7K | 0.06% | 235 |
|
|
2022
Q1 | $72K | Sell |
1,536
-72,128
| -98% | -$3.38M | 0.04% | 302 |
|
|
2021
Q4 | $1.48K | Buy |
+73,664
| New | +$1.48K | 0.01% | 333 |
|
|
2021
Q2 | $54K | Buy |
+1,151
| New | +$54K | 0.02% | 395 |
|