Independent Solutions 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-12,180
| Closed | -$559K | – | 223 |
|
|
2023
Q2 | $559K | Sell |
12,180
-75
| -0.6% | -$3.44K | 0.14% | 119 |
|
|
2023
Q1 | $538K | Sell |
12,255
-792
| -6% | -$34.8K | 0.16% | 115 |
|
|
2022
Q4 | $554K | Sell |
13,047
-1,042
| -7% | -$44.3K | 0.17% | 117 |
|
|
2022
Q3 | $543K | Buy |
14,089
+5,237
| +59% | +$202K | 0.18% | 107 |
|
|
2022
Q2 | $351K | Sell |
8,852
-56
| -0.6% | -$2.22K | 0.11% | 142 |
|
|
2022
Q1 | $420K | Buy |
8,908
+39
| +0.4% | +$1.84K | 0.1% | 146 |
|
|
2021
Q4 | $441K | Sell |
8,869
-274
| -3% | -$13.6K | 0.1% | 147 |
|
|
2021
Q3 | $422K | Sell |
9,143
-194
| -2% | -$8.96K | 0.1% | 148 |
|
|
2021
Q2 | $441K | Buy |
9,337
+552
| +6% | +$26.1K | 0.11% | 141 |
|
|
2021
Q1 | $402K | Sell |
8,785
-3,052
| -26% | -$140K | 0.11% | 130 |
|
|
2020
Q4 | $478K | Sell |
11,837
-715
| -6% | -$28.9K | 0.15% | 111 |
|
|
2020
Q3 | $410K | Sell |
12,552
-65
| -0.5% | -$2.12K | 0.16% | 106 |
|
|
2020
Q2 | $394K | Sell |
12,617
-494
| -4% | -$15.4K | 0.17% | 105 |
|
|
2020
Q1 | $332K | Buy |
13,111
+2,112
| +19% | +$53.5K | 0.18% | 91 |
|
|
2019
Q4 | $398K | Buy |
+10,999
| New | +$398K | 0.18% | 106 |
|