Heritage Wealth Management (Arizona)’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
Q4 | $19.4K | Buy |
456
+228
| +100% | +$9.69K | ﹤0.01% | 668 |
|
|
2022
Q3 | $9K | Hold |
228
| – | – | ﹤0.01% | 676 |
|
|
2022
Q2 | $9.05K | Sell |
228
-237
| -51% | -$9.41K | ﹤0.01% | 677 |
|
|
2022
Q1 | $22K | Buy |
+465
| New | +$22K | 0.01% | 581 |
|
|
2021
Q3 | $28K | Sell |
607
-968
| -61% | -$44.7K | 0.01% | 516 |
|
|
2021
Q2 | $74K | Buy |
+1,575
| New | +$74K | 0.03% | 396 |
|