Jackson 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
2018
Q4
Sell
-111,921
Closed -$4.05M 98
2018
Q3
$4.05M Sell
111,921
-1,503
-1% -$54.3K 0.85% 29
2018
Q2
$4.05M Sell
113,424
-7,102
-6% -$253K 0.94% 29
2018
Q1
$3.99M Sell
120,526
-3,004
-2% -$99.5K 1.12% 26
2017
Q4
$4.2M Buy
+123,530
New +$4.2M 1.07% 27