Kays Financial Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $5.21M | Sell |
159,803
-14,677
| -8% | -$479K | 0.84% | 18 |
|
|
2020
Q2 | $5.45M | Buy |
174,480
+4,111
| +2% | +$128K | 0.95% | 17 |
|
|
2020
Q1 | $4.32M | Buy |
170,369
+23,039
| +16% | +$584K | 0.89% | 18 |
|
|
2019
Q4 | $5.34M | Buy |
147,330
+6,286
| +4% | +$228K | 0.94% | 19 |
|
|
2019
Q3 | $4.78M | Buy |
141,044
+4,510
| +3% | +$153K | 0.88% | 19 |
|
|
2019
Q2 | $4.65M | Sell |
136,534
-4,084
| -3% | -$139K | 0.85% | 20 |
|
|
2019
Q1 | $4.69M | Buy |
+140,618
| New | +$4.69M | 0.91% | 20 |
|
|
2018
Q4 | – | Sell |
-5,611
| Closed | -$203K | – | 100 |
|
|
2018
Q3 | $203K | Buy |
+5,611
| New | +$203K | 0.04% | 83 |
|