Householder Group Estate & Retirement Specialist’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
Q4 | $114K | Sell |
2,095
-12,430
| -86% | -$676K | 0.09% | 142 |
|
|
2024
Q3 | $794K | Sell |
14,525
-407
| -3% | -$22.2K | 0.23% | 94 |
|
|
2024
Q2 | $766K | Sell |
14,932
-1,205
| -7% | -$61.8K | 0.22% | 103 |
|
|
2024
Q1 | $861K | Buy |
16,137
+225
| +1% | +$12K | 0.26% | 85 |
|
|
2023
Q4 | $775K | Sell |
15,912
-13,295
| -46% | -$648K | 0.25% | 80 |
|
|
2023
Q3 | $1.28M | Buy |
+29,207
| New | +$1.28M | 0.46% | 46 |
|
|
2023
Q1 | $579K | Buy |
+13,171
| New | +$579K | 0.22% | 95 |
|
|
2022
Q4 | – | Sell |
-13,992
| Closed | -$539K | – | 1024 |
|
|
2022
Q3 | $539K | Sell |
13,992
-866
| -6% | -$33.4K | 0.22% | 102 |
|
|
2022
Q2 | $590K | Buy |
14,858
+68
| +0.5% | +$2.7K | 0.26% | 92 |
|
|
2022
Q1 | $698K | Sell |
14,790
-309
| -2% | -$14.6K | 0.28% | 96 |
|
|
2021
Q4 | $751K | Buy |
+15,099
| New | +$751K | 0.28% | 95 |
|