Intrepid Financial Planning Group’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 |
-6,106
| Closed | -$313K | – | 134 |
|
|
2024
Q2 | $313K | Buy |
6,106
+125
| +2% | +$6.41K | 0.13% | 96 |
|
|
2024
Q1 | $319K | Buy |
5,981
+33
| +0.6% | +$1.76K | 0.14% | 95 |
|
|
2023
Q4 | $290K | Sell |
5,948
-329
| -5% | -$16K | 0.14% | 93 |
|
|
2023
Q3 | $275K | Sell |
6,277
-188
| -3% | -$8.23K | 0.14% | 89 |
|
|
2023
Q2 | $297K | Sell |
6,465
-197
| -3% | -$9.04K | 0.14% | 89 |
|
|
2023
Q1 | $293K | Buy |
6,662
+1
| +0% | +$44 | 0.15% | 85 |
|
|
2022
Q4 | $283K | Sell |
6,661
-67
| -1% | -$2.85K | 0.15% | 84 |
|
|
2022
Q3 | $259K | Sell |
6,728
-101
| -1% | -$3.89K | 0.15% | 77 |
|
|
2022
Q2 | $271K | Buy |
+6,829
| New | +$271K | 0.15% | 75 |
|