Forte Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $992K | Sell |
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|
2023
Q3 | $900K | Sell |
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|
2023
Q2 | $966K | Sell |
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|
2023
Q1 | $928K | Buy |
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|
2022
Q4 | $873K | Sell |
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|
2022
Q3 | $805K | Buy |
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|
2022
Q2 | $809K | Sell |
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|
2022
Q1 | $1.28M | Hold |
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|
2021
Q4 | $1.28M | Sell |
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|
2021
Q3 | $1.23M | Buy |
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|
2021
Q2 | $1.25M | Sell |
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|
2021
Q1 | $1.34M | Buy |
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|
2020
Q4 | $1.15M | Buy |
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|
2020
Q3 | $911K | Buy |
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|
2020
Q2 | $826K | Buy |
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|
2020
Q1 | $609K | Sell |
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|
2019
Q4 | $884K | Sell |
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|
2019
Q3 | $849K | Buy |
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|
2019
Q2 | $803K | Buy |
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|
2019
Q1 | $767K | Buy |
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|
2018
Q4 | $653K | Buy |
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|
2018
Q3 | $776K | Buy |
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|
2018
Q2 | $646K | Buy |
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|
2018
Q1 | $542K | Buy |
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