Crew Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,406
| Closed | -$215K | – | 131 |
|
|
2023
Q4 | $215K | Sell |
4,406
-1,517
| -26% | -$73.9K | 0.22% | 81 |
|
|
2023
Q3 | $259K | Sell |
5,923
-1,538
| -21% | -$67.3K | 0.28% | 63 |
|
|
2023
Q2 | $342K | Sell |
7,461
-801
| -10% | -$36.8K | 0.39% | 58 |
|
|
2023
Q1 | $363K | Sell |
8,262
-146
| -2% | -$6.42K | 0.52% | 48 |
|
|
2022
Q4 | $357K | Buy |
8,408
+491
| +6% | +$20.9K | 0.51% | 49 |
|
|
2022
Q3 | $305K | Buy |
7,917
+222
| +3% | +$8.55K | 0.42% | 65 |
|
|
2022
Q2 | $305K | Buy |
7,695
+1,220
| +19% | +$48.4K | 0.38% | 70 |
|
|
2022
Q1 | $305K | Buy |
6,475
+152
| +2% | +$7.16K | 0.29% | 78 |
|
|
2021
Q4 | $315K | Buy |
6,323
+861
| +16% | +$42.9K | 0.27% | 82 |
|
|
2021
Q3 | $252K | Buy |
5,462
+335
| +7% | +$15.5K | 0.23% | 88 |
|
|
2021
Q2 | $242K | Buy |
+5,127
| New | +$242K | 0.23% | 89 |
|