Laidlaw 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-14,425
| Closed | -$662K | – | 362 |
|
|
2023
Q2 | $662K | Sell |
14,425
-342
| -2% | -$15.7K | 0.13% | 175 |
|
|
2023
Q1 | $649K | Buy |
14,767
+2,500
| +20% | +$110K | 0.13% | 172 |
|
|
2022
Q4 | $521K | Sell |
12,267
-1,426
| -10% | -$60.6K | 0.11% | 191 |
|
|
2022
Q3 | $528K | Buy |
13,693
+1,221
| +10% | +$47.1K | 0.12% | 172 |
|
|
2022
Q2 | $495K | Buy |
12,472
+58
| +0.5% | +$2.3K | 0.1% | 197 |
|
|
2022
Q1 | $585K | Buy |
12,414
+119
| +1% | +$5.61K | 0.1% | 199 |
|
|
2021
Q4 | $612K | Buy |
12,295
+647
| +6% | +$32.2K | 0.1% | 196 |
|
|
2021
Q3 | $538K | Buy |
11,648
+4,866
| +72% | +$225K | 0.14% | 145 |
|
|
2021
Q2 | $320K | Buy |
+6,782
| New | +$320K | 0.08% | 192 |
|