J.P. Morgan Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $359K | Sell |
8,195
-248
| -3% | -$10.9K | ﹤0.01% | 1388 |
|
|
2023
Q2 | $387K | Sell |
8,443
-120
| -1% | -$5.51K | ﹤0.01% | 1134 |
|
|
2023
Q1 | $376K | Sell |
8,563
-1,078
| -11% | -$47.4K | ﹤0.01% | 1587 |
|
|
2022
Q4 | $410K | Sell |
9,641
-2,697
| -22% | -$115K | ﹤0.01% | 1546 |
|
|
2022
Q3 | $476K | Sell |
12,338
-130
| -1% | -$5.02K | ﹤0.01% | 1478 |
|
|
2022
Q2 | $495K | Buy |
12,468
+2,304
| +23% | +$91.5K | ﹤0.01% | 1459 |
|
|
2022
Q1 | $479K | Buy |
10,164
+1,520
| +18% | +$71.6K | ﹤0.01% | 1557 |
|
|
2021
Q4 | $430K | Buy |
8,644
+179
| +2% | +$8.9K | ﹤0.01% | 1611 |
|
|
2021
Q3 | $391K | Hold |
8,465
| – | – | ﹤0.01% | 1600 |
|
|
2021
Q2 | $400K | Buy |
8,465
+1,905
| +29% | +$90K | ﹤0.01% | 1565 |
|
|
2021
Q1 | $300K | Sell |
6,560
-1,739
| -21% | -$79.5K | ﹤0.01% | 1533 |
|
|
2020
Q4 | $335K | Buy |
8,299
+871
| +12% | +$35.2K | ﹤0.01% | 1459 |
|
|
2020
Q3 | $242K | Buy |
7,428
+978
| +15% | +$31.9K | ﹤0.01% | 1449 |
|
|
2020
Q2 | $202K | Buy |
+6,450
| New | +$202K | ﹤0.01% | 1461 |
|
|
2020
Q1 | – | Sell |
-6,450
| Closed | -$234K | – | 1530 |
|
|
2019
Q4 | $234K | Hold |
6,450
| – | – | ﹤0.01% | 1343 |
|
|
2019
Q3 | $219K | Sell |
6,450
-51
| -0.8% | -$1.73K | ﹤0.01% | 1309 |
|
|
2019
Q2 | $221K | Buy |
+6,501
| New | +$221K | ﹤0.01% | 1270 |
|
|
2019
Q1 | – | Sell |
-7,359
| Closed | -$217K | – | 1505 |
|
|
2018
Q4 | $217K | Hold |
7,359
| – | – | ﹤0.01% | 1309 |
|
|
2018
Q3 | $266K | Buy |
7,359
+909
| +14% | +$32.9K | ﹤0.01% | 1360 |
|
|
2018
Q2 | $225K | Buy |
+6,450
| New | +$225K | ﹤0.01% | 1314 |
|