IWA
Inspirion Wealth Advisors’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-50,846
| Closed | -$1.59M | – | 80 |
|
|
2020
Q2 | $1.59M | Sell |
50,846
-2,442
| -5% | -$76.3K | 0.62% | 23 |
|
|
2020
Q1 | $1.35M | Sell |
53,288
-29,542
| -36% | -$748K | 0.67% | 23 |
|
|
2019
Q4 | $3M | Buy |
82,830
+589
| +0.7% | +$21.3K | 1.01% | 20 |
|
|
2019
Q3 | $2.79M | Buy |
82,241
+1,858
| +2% | +$63K | 1.22% | 18 |
|
|
2019
Q2 | $2.74M | Buy |
80,383
+5,577
| +7% | +$190K | 1.18% | 18 |
|
|
2019
Q1 | $2.49M | Buy |
74,806
+5,259
| +8% | +$175K | 1.1% | 18 |
|
|
2018
Q4 | $2.05M | Buy |
69,547
+24
| +0% | +$706 | 1.02% | 18 |
|
|
2018
Q3 | $2.51M | Buy |
69,523
+11,438
| +20% | +$413K | 1.07% | 17 |
|
|
2018
Q2 | $2.03M | Buy |
58,085
+12,575
| +28% | +$439K | 0.95% | 19 |
|
|
2018
Q1 | $1.51M | Buy |
+45,510
| New | +$1.51M | 0.74% | 23 |
|