Copperwynd Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-83,898
| Closed | -$2.86M | – | 114 |
|
|
2019
Q2 | $2.86M | Sell |
83,898
-14,019
| -14% | -$478K | 1.64% | 17 |
|
|
2019
Q1 | $3.26M | Buy |
+97,917
| New | +$3.26M | 1.96% | 18 |
|
|
2018
Q4 | – | Sell |
-94,777
| Closed | -$3.43M | – | 101 |
|
|
2018
Q3 | $3.43M | Buy |
94,777
+11,683
| +14% | +$422K | 2.08% | 15 |
|
|
2018
Q2 | $2.9M | Buy |
+83,094
| New | +$2.9M | 2.04% | 14 |
|