Grimes & Company’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-8,713
| Closed | -$316K | – | 268 |
|
2019
Q4 | $316K | Hold |
8,713
| – | – | 0.02% | 210 |
|
2019
Q3 | $295K | Hold |
8,713
| – | – | 0.02% | 207 |
|
2019
Q2 | $297K | Buy |
8,713
+124
| +1% | +$4.23K | 0.02% | 206 |
|
2019
Q1 | $286K | Hold |
8,589
| – | – | 0.02% | 206 |
|
2018
Q4 | $253K | Buy |
+8,589
| New | +$253K | 0.02% | 198 |
|