Lee Financial’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 |
-193
| Closed | -$8.85K | – | 861 |
|
|
2023
Q2 | $8.85K | Buy |
193
+1
| +0.5% | +$46 | ﹤0.01% | 426 |
|
|
2023
Q1 | $8.43K | Sell |
192
-43
| -18% | -$1.89K | ﹤0.01% | 450 |
|
|
2022
Q4 | $9.98K | Buy |
235
+1
| +0.4% | +$42 | ﹤0.01% | 464 |
|
|
2022
Q3 | $9K | Buy |
234
+1
| +0.4% | +$38 | ﹤0.01% | 463 |
|
|
2022
Q2 | $9K | Buy |
233
+1
| +0.4% | +$39 | ﹤0.01% | 472 |
|
|
2022
Q1 | $11K | Buy |
232
+1
| +0.4% | +$47 | ﹤0.01% | 424 |
|
|
2021
Q4 | $12K | Hold |
231
| – | – | ﹤0.01% | 469 |
|
|
2021
Q3 | $11K | Hold |
231
| – | – | ﹤0.01% | 415 |
|
|
2021
Q2 | $11K | Buy |
231
+180
| +353% | +$8.57K | ﹤0.01% | 397 |
|
|
2021
Q1 | $2K | Hold |
51
| – | – | ﹤0.01% | 460 |
|
|
2020
Q4 | $2K | Buy |
+51
| New | +$2K | ﹤0.01% | 449 |
|