EverSource Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13K | Sell |
240
-33
| -12% | -$1.79K | ﹤0.01% | 2622 |
|
|
2025
Q1 | $14K | Sell |
273
-4,517
| -94% | -$231K | ﹤0.01% | 1903 |
|
|
2024
Q4 | $262K | Buy |
4,790
+4,614
| +2,622% | +$252K | 0.01% | 547 |
|
|
2024
Q3 | $9.62K | Sell |
176
-18
| -9% | -$984 | ﹤0.01% | 1889 |
|
|
2024
Q2 | $10.5K | Sell |
194
-5,729
| -97% | -$311K | ﹤0.01% | 1829 |
|
|
2024
Q1 | $297K | Buy |
+5,923
| New | +$297K | 0.02% | 375 |
|