Golden State Equity 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 | – | Sell |
-4,231
| Closed | -$217K | – | 474 |
|
|
2025
Q1 | $217K | Sell |
4,231
-1,813
| -30% | -$92.8K | 0.04% | 397 |
|
|
2024
Q4 | $331K | Buy |
6,044
+6,003
| +14,641% | +$328K | 0.06% | 317 |
|
|
2024
Q3 | $2.24K | Sell |
41
-7,331
| -99% | -$401K | ﹤0.01% | 687 |
|
|
2024
Q2 | $378K | Buy |
+7,372
| New | +$378K | 0.08% | 274 |
|
|
2023
Q4 | $323K | Buy |
+6,627
| New | +$323K | 0.08% | 265 |
|