First Heartland Consultants’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-74,571
| Closed | -$3.44M | – | 417 |
|
|
2021
Q3 | $3.44M | Buy |
74,571
+18,880
| +34% | +$871K | 0.52% | 52 |
|
|
2021
Q2 | $2.63M | Sell |
55,691
-15,436
| -22% | -$729K | 0.4% | 67 |
|
|
2021
Q1 | $3.26M | Buy |
71,127
+33,845
| +91% | +$1.55M | 0.52% | 52 |
|
|
2020
Q4 | $1.51M | Buy |
37,282
+18,097
| +94% | +$731K | 0.25% | 81 |
|
|
2020
Q3 | $626K | Sell |
19,185
-24,934
| -57% | -$814K | 0.12% | 130 |
|
|
2020
Q2 | $1.38M | Buy |
+44,119
| New | +$1.38M | 0.27% | 80 |
|
|
2013
Q3 | – | Sell |
-1,194
| Closed | -$30K | – | 350 |
|
|
2013
Q2 | $30K | Buy |
+1,194
| New | +$30K | 0.02% | 296 |
|