Cobblestone Capital Advisors’s State Street 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $251K | Hold |
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|
2019
Q3 | $235K | Hold |
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|
2019
Q2 | $236K | Sell |
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|
2019
Q1 | $234K | Sell |
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|
2018
Q4 | $236K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $1.24M | Buy |
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|
2016
Q1 | $1.05M | Buy |
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|
2015
Q4 | $934K | Buy |
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|
2015
Q3 | $397K | Buy |
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|
2015
Q2 | $289K | Buy |
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