Legacy Financial Group (Iowa)’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,203
| Closed | -$96.5K | – | 442 |
|
|
2023
Q3 | $96.5K | Buy |
+2,203
| New | +$96.5K | 0.02% | 134 |
|
|
2021
Q4 | – | Sell |
-11,663
| Closed | -$538K | – | 55 |
|
|
2021
Q3 | $538K | Sell |
11,663
-1,481
| -11% | -$68.3K | 0.16% | 50 |
|
|
2021
Q2 | $621K | Sell |
13,144
-15,763
| -55% | -$745K | 0.19% | 49 |
|
|
2021
Q1 | $1.32M | Sell |
28,907
-27,600
| -49% | -$1.26M | 0.46% | 36 |
|
|
2020
Q4 | $2.28M | Buy |
+56,507
| New | +$2.28M | 0.88% | 27 |
|