Financial Counselors Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-24,500
| Closed | -$945K | – | 512 |
|
|
2022
Q3 | $945K | Sell |
24,500
-1,757
| -7% | -$67.8K | 0.02% | 295 |
|
|
2022
Q2 | $1.04M | Sell |
26,257
-5,982
| -19% | -$237K | 0.02% | 298 |
|
|
2022
Q1 | $1.52M | Hold |
32,239
| – | – | 0.03% | 273 |
|
|
2021
Q4 | $1.6M | Sell |
32,239
-3,064
| -9% | -$152K | 0.03% | 270 |
|
|
2021
Q3 | $1.63M | Buy |
35,303
+5,982
| +20% | +$276K | 0.03% | 280 |
|
|
2021
Q2 | $1.38M | Hold |
29,321
| – | – | 0.03% | 287 |
|
|
2021
Q1 | $1.34M | Buy |
29,321
+1,757
| +6% | +$80.4K | 0.03% | 285 |
|
|
2020
Q4 | $1.11M | Buy |
+27,564
| New | +$1.11M | 0.03% | 292 |
|