Cedar Brook Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,212
| Closed | -$225K | – | 351 |
|
|
2024
Q1 | $225K | Hold |
4,212
| – | – | 0.04% | 392 |
|
|
2023
Q4 | $202K | Buy |
+4,212
| New | +$202K | 0.04% | 399 |
|
|
2023
Q3 | – | Sell |
-4,594
| Closed | -$211K | – | 421 |
|
|
2023
Q2 | $211K | Sell |
4,594
-6
| -0.1% | -$275 | 0.05% | 374 |
|
|
2023
Q1 | $202K | Buy |
+4,600
| New | +$202K | 0.05% | 367 |
|