JFS Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.3K | Buy |
1,017
+55
| +6% | +$2.99K | ﹤0.01% | 457 |
|
|
2025
Q1 | $49.2K | Buy |
962
+2
| +0.2% | +$102 | ﹤0.01% | 477 |
|
|
2024
Q4 | $52.5K | Buy |
960
+1
| +0.1% | +$55 | ﹤0.01% | 454 |
|
|
2024
Q3 | $52.4K | Buy |
959
+1
| +0.1% | +$55 | ﹤0.01% | 462 |
|
|
2024
Q2 | $49.1K | Buy |
958
+140
| +17% | +$7.18K | ﹤0.01% | 417 |
|
|
2024
Q1 | $43.6K | Buy |
818
+1
| +0.1% | +$53 | ﹤0.01% | 453 |
|
|
2023
Q4 | $39.8K | Sell |
817
-423
| -34% | -$20.6K | ﹤0.01% | 446 |
|
|
2023
Q3 | $54.3K | Sell |
1,240
-447
| -26% | -$19.6K | 0.01% | 369 |
|
|
2023
Q2 | $77.4K | Buy |
1,687
+1
| +0.1% | +$46 | 0.01% | 310 |
|
|
2023
Q1 | $74.1K | Buy |
1,686
+1
| +0.1% | +$44 | 0.01% | 317 |
|
|
2022
Q4 | $71.6K | Buy |
1,685
+1
| +0.1% | +$43 | 0.01% | 325 |
|
|
2022
Q3 | $65K | Buy |
1,684
+1
| +0.1% | +$39 | 0.01% | 341 |
|
|
2022
Q2 | $67K | Buy |
1,683
+449
| +36% | +$17.9K | 0.01% | 350 |
|
|
2022
Q1 | $58K | Buy |
1,234
+1
| +0.1% | +$47 | 0.01% | 397 |
|
|
2021
Q4 | $61K | Hold |
1,233
| – | – | 0.01% | 389 |
|
|
2021
Q3 | $57K | Sell |
1,233
-1
| -0.1% | -$46 | 0.01% | 401 |
|
|
2021
Q2 | $58K | Buy |
1,234
+1
| +0.1% | +$47 | 0.01% | 261 |
|
|
2021
Q1 | $56K | Buy |
1,233
+1
| +0.1% | +$45 | 0.01% | 238 |
|
|
2020
Q4 | $50K | Buy |
1,232
+33
| +3% | +$1.34K | 0.01% | 250 |
|
|
2020
Q3 | $39K | Sell |
1,199
-90
| -7% | -$2.93K | 0.01% | 259 |
|
|
2020
Q2 | $40K | Buy |
1,289
+7
| +0.5% | +$217 | 0.01% | 250 |
|
|
2020
Q1 | $32K | Buy |
1,282
+452
| +54% | +$11.3K | 0.01% | 245 |
|
|
2019
Q4 | $30K | Buy |
830
+60
| +8% | +$2.17K | 0.01% | 273 |
|
|
2019
Q3 | $26K | Buy |
770
+1
| +0.1% | +$34 | 0.01% | 280 |
|
|
2019
Q2 | $26K | Buy |
769
+2
| +0.3% | +$68 | 0.01% | 283 |
|
|
2019
Q1 | $26K | Buy |
767
+120
| +19% | +$4.07K | 0.01% | 273 |
|
|
2018
Q4 | $19K | Buy |
647
+1
| +0.2% | +$29 | 0.01% | 290 |
|
|
2018
Q3 | $23K | Buy |
646
+526
| +438% | +$18.7K | 0.01% | 311 |
|
|
2018
Q2 | $4K | Buy |
+120
| New | +$4K | ﹤0.01% | 415 |
|