DWMG
DB Wealth Management Group’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $102K | Buy |
2,085
+42
| +2% | +$2.05K | 0.06% | 115 |
|
|
2023
Q3 | $89.5K | Buy |
2,043
+34
| +2% | +$1.49K | 0.06% | 118 |
|
|
2023
Q2 | $92.2K | Hold |
2,009
| – | – | 0.06% | 113 |
|
|
2023
Q1 | $88.3K | Sell |
2,009
-2
| -0.1% | -$88 | 0.06% | 114 |
|
|
2022
Q4 | $85.5K | Hold |
2,011
| – | – | 0.06% | 114 |
|
|
2022
Q3 | $78K | Hold |
2,011
| – | – | 0.06% | 119 |
|
|
2022
Q2 | $80K | Buy |
2,011
+17
| +0.9% | +$676 | 0.05% | 118 |
|
|
2022
Q1 | $94K | Buy |
1,994
+59
| +3% | +$2.78K | 0.06% | 121 |
|
|
2021
Q4 | $96K | Sell |
1,935
-23
| -1% | -$1.14K | 0.06% | 117 |
|
|
2021
Q3 | $90K | Buy |
1,958
+32
| +2% | +$1.47K | 0.06% | 121 |
|
|
2021
Q2 | $91K | Buy |
1,926
+3
| +0.2% | +$142 | 0.06% | 121 |
|
|
2021
Q1 | $88K | Hold |
1,923
| – | – | 0.06% | 122 |
|
|
2020
Q4 | $78K | Buy |
+1,923
| New | +$78K | 0.06% | 126 |
|