GFWA
Grey Fox Wealth Advisors’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Sell |
3,735
-407
| -10% | -$22.1K | 0.05% | 127 |
|
|
2025
Q1 | $212K | Buy |
4,142
+4
| +0.1% | +$205 | 0.06% | 118 |
|
|
2024
Q4 | $226K | Buy |
4,138
+5
| +0.1% | +$273 | 0.06% | 117 |
|
|
2024
Q3 | $226K | Sell |
4,133
-1,140
| -22% | -$62.3K | 0.06% | 113 |
|
|
2024
Q2 | $270K | Buy |
5,273
+10
| +0.2% | +$513 | 0.1% | 109 |
|
|
2024
Q1 | $281K | Buy |
5,263
+7
| +0.1% | +$373 | 0.11% | 108 |
|
|
2023
Q4 | $256K | Buy |
+5,256
| New | +$256K | 0.11% | 93 |
|
|
2023
Q2 | – | Sell |
-2,447
| Closed | -$108K | – | 448 |
|
|
2023
Q1 | $108K | Sell |
2,447
-866
| -26% | -$38K | 0.06% | 136 |
|
|
2022
Q4 | $141K | Buy |
+3,313
| New | +$141K | 0.09% | 112 |
|