JP Morgan Private Wealth Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $359K | Sell |
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|
2023
Q2 | $387K | Sell |
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|
2023
Q1 | $376K | Sell |
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|
2022
Q4 | $410K | Sell |
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|
2022
Q3 | $476K | Sell |
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|
2022
Q2 | $495K | Buy |
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|
2022
Q1 | $479K | Buy |
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|
2021
Q4 | $430K | Buy |
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|
2021
Q3 | $391K | Hold |
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|
2021
Q2 | $400K | Buy |
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|
2021
Q1 | $300K | Sell |
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|
2020
Q4 | $335K | Buy |
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|
2020
Q3 | $242K | Buy |
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|
2020
Q2 | $202K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $234K | Hold |
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|
2019
Q3 | $219K | Sell |
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|
2019
Q2 | $221K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $217K | Hold |
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|
2018
Q3 | $266K | Buy |
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|
2018
Q2 | $225K | Buy |
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