Falcon Wealth Planning’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $459K | Sell |
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|
2025
Q2 | $437K | Sell |
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|
2025
Q1 | $447K | Buy |
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|
2024
Q4 | $474K | Sell |
|
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|
2024
Q3 | $482K | Sell |
|
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|
2024
Q2 | $485K | Sell |
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|
2024
Q1 | $556K | Sell |
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|
2023
Q4 | $538K | Hold |
|
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|
2023
Q3 | $484K | Hold |
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|
2023
Q2 | $507K | Sell |
|
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|
2023
Q1 | $505K | Sell |
|
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|
2022
Q4 | $492K | Hold |
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|
2022
Q3 | $447K | Sell |
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|
2022
Q2 | $470K | Hold |
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|
2022
Q1 | $558K | Sell |
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|
2021
Q4 | $607K | Hold |
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|
2021
Q3 | $564K | Sell |
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|
2021
Q2 | $579K | Hold |
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|
2021
Q1 | $561K | Sell |
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|
2020
Q4 | $535K | Buy |
|