Horizon Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-66
| Closed | -$3.39K | – | 282 |
|
|
2024
Q2 | $3.39K | Hold |
66
| – | – | ﹤0.01% | 150 |
|
|
2024
Q1 | $3.52K | Sell |
66
-4,736
| -99% | -$253K | ﹤0.01% | 158 |
|
|
2023
Q4 | $234K | Buy |
4,802
+64
| +1% | +$3.12K | 0.17% | 50 |
|
|
2023
Q3 | $207K | Sell |
4,738
-244
| -5% | -$10.7K | 0.17% | 49 |
|
|
2023
Q2 | $229K | Sell |
4,982
-62
| -1% | -$2.85K | 0.19% | 49 |
|
|
2023
Q1 | $222K | Sell |
5,044
-1,844
| -27% | -$81K | 0.19% | 49 |
|
|
2022
Q4 | $293K | Buy |
6,888
+460
| +7% | +$19.6K | 0.25% | 46 |
|
|
2022
Q3 | $248K | Buy |
6,428
+170
| +3% | +$6.56K | 0.22% | 52 |
|
|
2022
Q2 | $248K | Buy |
+6,258
| New | +$248K | 0.19% | 48 |
|
|
2022
Q1 | – | Sell |
-3,101
| Closed | -$154K | – | 105 |
|
|
2021
Q4 | $154K | Buy |
3,101
+666
| +27% | +$33.1K | 0.09% | 56 |
|
|
2021
Q3 | $112K | Buy |
2,435
+1,020
| +72% | +$46.9K | 0.07% | 72 |
|
|
2021
Q2 | $67K | Buy |
+1,415
| New | +$67K | 0.05% | 75 |
|