Clear Perspective Advisors’s 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 | $1.83M | Buy |
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|
2021
Q3 | $1.6M | Buy |
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|
2021
Q2 | $1.52M | Buy |
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|
2021
Q1 | $1.41M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $201K | Sell |
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|
2019
Q4 | $446K | Sell |
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|
2019
Q3 | $885K | Buy |
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|
2019
Q2 | $470K | Sell |
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|
2019
Q1 | $466K | Sell |
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|
2018
Q4 | $711K | Sell |
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|
2018
Q3 | $1.24M | Buy |
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