CPA
Clear Perspective Advisors’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.83M | Buy |
36,861
+2,173
| +6% | +$108K | 0.56% | 33 |
|
|
2021
Q3 | $1.6M | Buy |
34,688
+2,512
| +8% | +$116K | 0.55% | 35 |
|
|
2021
Q2 | $1.52M | Buy |
32,176
+1,424
| +5% | +$67.2K | 0.53% | 39 |
|
|
2021
Q1 | $1.41M | Buy |
+30,752
| New | +$1.41M | 0.55% | 36 |
|
|
2020
Q2 | – | Sell |
-7,925
| Closed | -$201K | – | 127 |
|
|
2020
Q1 | $201K | Sell |
7,925
-4,387
| -36% | -$111K | 0.13% | 108 |
|
|
2019
Q4 | $446K | Sell |
12,312
-13,734
| -53% | -$498K | 0.28% | 86 |
|
|
2019
Q3 | $885K | Buy |
26,046
+12,237
| +89% | +$416K | 0.4% | 55 |
|
|
2019
Q2 | $470K | Sell |
13,809
-158
| -1% | -$5.38K | 0.3% | 83 |
|
|
2019
Q1 | $466K | Sell |
13,967
-10,190
| -42% | -$340K | 0.33% | 81 |
|
|
2018
Q4 | $711K | Sell |
24,157
-10,019
| -29% | -$295K | 0.59% | 50 |
|
|
2018
Q3 | $1.24M | Buy |
+34,176
| New | +$1.24M | 0.92% | 28 |
|