Lenox Wealth Advisors’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $10.6M | Sell |
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|
2021
Q4 | $12M | Buy |
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|
2021
Q3 | $11M | Sell |
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|
2021
Q2 | $11.4M | Buy |
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|
2021
Q1 | $10.6M | Sell |
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|
2020
Q4 | $9.47M | Sell |
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|
2020
Q3 | $8.25M | Sell |
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|
2020
Q2 | $9.12M | Buy |
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|
2020
Q1 | $7.34M | Buy |
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|
2019
Q4 | $4.55M | Buy |
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|
2019
Q3 | $4.16M | Buy |
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|
2019
Q2 | $3.96M | Buy |
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|
2019
Q1 | $3.63M | Buy |
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|
2018
Q4 | $3.07M | Buy |
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|
2018
Q3 | $3.22M | Buy |
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|
2018
Q2 | $2.79M | Buy |
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