FAS Wealth Partners’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.46K | Sell |
82
-11
| -12% | -$598 | ﹤0.01% | 428 |
|
2025
Q1 | $4.76K | Buy |
93
+11
| +13% | +$563 | ﹤0.01% | 407 |
|
2024
Q4 | $4.49K | Hold |
82
| – | – | ﹤0.01% | 409 |
|
2024
Q3 | $4.48K | Sell |
82
-40
| -33% | -$2.19K | ﹤0.01% | 419 |
|
2024
Q2 | $6.26K | Sell |
122
-1,734
| -93% | -$89K | ﹤0.01% | 408 |
|
2024
Q1 | $99K | Buy |
1,856
+1,083
| +140% | +$57.8K | 0.01% | 317 |
|
2023
Q4 | $37.7K | Hold |
773
| – | – | ﹤0.01% | 347 |
|
2023
Q3 | $33.9K | Hold |
773
| – | – | ﹤0.01% | 345 |
|
2023
Q2 | $35.5K | Hold |
773
| – | – | ﹤0.01% | 323 |
|
2023
Q1 | $34K | Hold |
773
| – | – | ﹤0.01% | 352 |
|
2022
Q4 | $32.9K | Hold |
773
| – | – | ﹤0.01% | 344 |
|
2022
Q3 | $30K | Hold |
773
| – | – | ﹤0.01% | 332 |
|
2022
Q2 | $31K | Hold |
773
| – | – | ﹤0.01% | 335 |
|
2022
Q1 | $36K | Hold |
773
| – | – | ﹤0.01% | 335 |
|
2021
Q4 | $38K | Hold |
773
| – | – | ﹤0.01% | 345 |
|
2021
Q3 | $36K | Sell |
773
-650
| -46% | -$30.3K | ﹤0.01% | 345 |
|
2021
Q2 | $67K | Buy |
1,423
+650
| +84% | +$30.6K | 0.01% | 312 |
|
2021
Q1 | $35K | Hold |
773
| – | – | ﹤0.01% | 307 |
|
2020
Q4 | $31K | Sell |
773
-113
| -13% | -$4.53K | ﹤0.01% | 299 |
|
2020
Q3 | $29K | Sell |
886
-76
| -8% | -$2.49K | ﹤0.01% | 282 |
|
2020
Q2 | $30K | Sell |
962
-124
| -11% | -$3.87K | ﹤0.01% | 273 |
|
2020
Q1 | $28K | Buy |
1,086
+128
| +13% | +$3.3K | ﹤0.01% | 257 |
|
2019
Q4 | $35K | Buy |
+958
| New | +$35K | 0.01% | 240 |
|