GWA
Guidant 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $176K | Hold |
5,189
| – | – | 0.07% | 112 |
|
|
2019
Q2 | $177K | Sell |
5,189
-346
| -6% | -$11.8K | 0.07% | 113 |
|
|
2019
Q1 | $184K | Sell |
5,535
-538
| -9% | -$17.9K | 0.07% | 108 |
|
|
2018
Q4 | $178K | Buy |
+6,073
| New | +$178K | 0.08% | 86 |
|
|
2017
Q3 | – | Sell |
-2,172
| Closed | -$200K | – | 224 |
|
|
2017
Q2 | $200K | Buy |
2,172
+117
| +6% | +$10.8K | 0.1% | 68 |
|
|
2017
Q1 | $183K | Sell |
2,055
-257
| -11% | -$22.9K | 0.1% | 69 |
|
|
2016
Q4 | $208K | Buy |
2,312
+31
| +1% | +$2.79K | 0.12% | 66 |
|
|
2016
Q3 | $186K | Buy |
+2,281
| New | +$186K | 0.11% | 65 |
|