DWM
Doyle Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.16M | Sell |
55,917
-5,063
| -8% | -$195K | 0.19% | 79 |
|
|
2022
Q2 | $2.42M | Buy |
60,980
+26,935
| +79% | +$1.07M | 0.2% | 80 |
|
|
2022
Q1 | $1.61M | Buy |
34,045
+123
| +0.4% | +$5.8K | 0.12% | 94 |
|
|
2021
Q4 | $1.69M | Buy |
33,922
+1,658
| +5% | +$82.5K | 0.12% | 91 |
|
|
2021
Q3 | $1.49M | Buy |
32,264
+1,032
| +3% | +$47.6K | 0.12% | 90 |
|
|
2021
Q2 | $1.47M | Buy |
31,232
+804
| +3% | +$37.9K | 0.12% | 90 |
|
|
2021
Q1 | $1.39M | Sell |
30,428
-605
| -2% | -$27.7K | 0.13% | 88 |
|
|
2020
Q4 | $1.25M | Sell |
31,033
-29
| -0.1% | -$1.17K | 0.13% | 92 |
|
|
2020
Q3 | $1.01M | Sell |
31,062
-72
| -0.2% | -$2.35K | 0.12% | 92 |
|
|
2020
Q2 | $973K | Sell |
31,134
-490
| -2% | -$15.3K | 0.13% | 83 |
|
|
2020
Q1 | $801K | Sell |
31,624
-7,675
| -20% | -$194K | 0.13% | 79 |
|
|
2019
Q4 | $1.42M | Buy |
39,299
+1,860
| +5% | +$67.4K | 0.18% | 66 |
|
|
2019
Q3 | $1.27M | Buy |
37,439
+2,329
| +7% | +$78.9K | 0.18% | 71 |
|
|
2019
Q2 | $1.2M | Buy |
35,110
+13,674
| +64% | +$466K | 0.17% | 72 |
|
|
2019
Q1 | $731K | Buy |
21,436
+16,948
| +378% | +$578K | 0.11% | 89 |
|
|
2018
Q4 | $132K | Buy |
+4,488
| New | +$132K | 0.02% | 220 |
|