Client 1st Advisory Group’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
2020
Q2
Sell
-9,124
Closed -$231K 68
2020
Q1
$231K Sell
9,124
-6,403
-41% -$162K 0.24% 49
2019
Q4
$563K Buy
+15,527
New +$563K 0.55% 32