Founders Financial Securities’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
Q1 | – | Sell |
-381,242
| Closed | -$19M | – | 280 |
|
|
2021
Q4 | $19M | Buy |
381,242
+86,592
| +29% | +$4.31M | 3.41% | 4 |
|
|
2021
Q3 | $13.6M | Sell |
294,650
-82
| -0% | -$3.79K | 2.74% | 8 |
|
|
2021
Q2 | $13.9M | Buy |
294,732
+7,217
| +3% | +$341K | 2.76% | 6 |
|
|
2021
Q1 | $13.2M | Sell |
287,515
-22,741
| -7% | -$1.04M | 3.03% | 6 |
|
|
2020
Q4 | $12.5M | Buy |
310,256
+17,609
| +6% | +$711K | 3% | 7 |
|
|
2020
Q3 | $9.55M | Buy |
292,647
+31,745
| +12% | +$1.04M | 3.04% | 10 |
|
|
2020
Q2 | $8.15M | Buy |
260,902
+231,551
| +789% | +$7.24M | 2.64% | 8 |
|
|
2020
Q1 | $743K | Buy |
+29,351
| New | +$743K | 0.28% | 52 |
|
|
2018
Q1 | – | Sell |
-142,428
| Closed | -$4.75M | – | 110 |
|
|
2017
Q4 | $4.75M | Buy |
+142,428
| New | +$4.75M | 1.58% | 21 |
|