ICA Group Wealth Management’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
Q2 | – | Sell |
-4,012
| Closed | -$214K | – | 1257 |
|
|
2024
Q1 | $214K | Buy |
4,012
+564
| +16% | +$30.1K | 0.04% | 270 |
|
|
2023
Q4 | $168K | Buy |
+3,448
| New | +$168K | 0.04% | 283 |
|
|
2023
Q3 | – | Sell |
-1,023
| Closed | -$46.9K | – | 1079 |
|
|
2023
Q2 | $46.9K | Buy |
1,023
+782
| +324% | +$35.9K | 0.01% | 504 |
|
|
2023
Q1 | $10.6K | Buy |
241
+221
| +1,105% | +$9.71K | ﹤0.01% | 793 |
|
|
2022
Q4 | $850 | Buy |
+20
| New | +$850 | ﹤0.01% | 1190 |
|