Kohmann Bosshard Financial Services’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 | $2.44M | Sell |
44,891
-820
| -2% | -$44.6K | 0.27% | 40 |
|
|
2025
Q1 | $2.34M | Sell |
45,711
-2,348
| -5% | -$120K | 0.28% | 40 |
|
|
2024
Q4 | $2.63M | Sell |
48,059
-1,315
| -3% | -$71.9K | 0.32% | 39 |
|
|
2024
Q3 | $2.7M | Sell |
49,374
-1,014
| -2% | -$55.4K | 0.34% | 40 |
|
|
2024
Q2 | $2.58M | Sell |
50,388
-3,261
| -6% | -$167K | 0.35% | 40 |
|
|
2024
Q1 | $2.86M | Sell |
53,649
-1,101
| -2% | -$58.7K | 0.4% | 41 |
|
|
2023
Q4 | $2.67M | Sell |
54,750
-1,723
| -3% | -$83.9K | 0.41% | 41 |
|
|
2023
Q3 | $2.47M | Sell |
56,473
-2,703
| -5% | -$118K | 0.43% | 39 |
|
|
2023
Q2 | $2.72M | Sell |
59,176
-259
| -0.4% | -$11.9K | 0.47% | 38 |
|
|
2023
Q1 | $2.6M | Sell |
59,435
-275
| -0.5% | -$12K | 0.49% | 37 |
|
|
2022
Q4 | $2.54M | Sell |
59,710
-8,300
| -12% | -$353K | 0.51% | 37 |
|
|
2022
Q3 | $2.62M | Sell |
68,010
-2,385
| -3% | -$91.9K | 0.58% | 36 |
|
|
2022
Q2 | $2.79M | Sell |
70,395
-3,211
| -4% | -$127K | 0.62% | 37 |
|
|
2022
Q1 | $3.47M | Sell |
73,606
-3,623
| -5% | -$171K | 0.68% | 34 |
|
|
2021
Q4 | $3.84M | Buy |
77,229
+1,955
| +3% | +$97.2K | 0.77% | 29 |
|
|
2021
Q3 | $3.48M | Buy |
75,274
+2,163
| +3% | +$99.9K | 0.76% | 29 |
|
|
2021
Q2 | $3.45M | Buy |
73,111
+26,706
| +58% | +$1.26M | 0.79% | 26 |
|
|
2021
Q1 | $2.12M | Sell |
46,405
-129
| -0.3% | -$5.9K | 0.57% | 31 |
|
|
2020
Q4 | $1.88M | Sell |
46,534
-6,842
| -13% | -$276K | 0.59% | 32 |
|
|
2020
Q3 | $1.74M | Sell |
53,376
-2,811
| -5% | -$91.7K | 0.63% | 31 |
|
|
2020
Q2 | $1.76M | Buy |
56,187
+5,997
| +12% | +$187K | 0.65% | 29 |
|
|
2020
Q1 | $1.27M | Buy |
50,190
+35,939
| +252% | +$910K | 0.56% | 33 |
|
|
2019
Q4 | $516K | Buy |
14,251
+713
| +5% | +$25.8K | 0.19% | 48 |
|
|
2019
Q3 | $459K | Hold |
13,538
| – | – | 0.18% | 48 |
|
|
2019
Q2 | $461K | Hold |
13,538
| – | – | 0.19% | 51 |
|
|
2019
Q1 | $451K | Hold |
13,538
| – | – | 0.21% | 53 |
|
|
2018
Q4 | $398K | Buy |
+13,538
| New | +$398K | 0.22% | 51 |
|