LifePlan Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $404K | Sell |
12,384
-212
| -2% | -$6.92K | 0.17% | 88 |
|
|
2020
Q2 | $394K | Buy |
12,596
+1,929
| +18% | +$60.3K | 0.18% | 87 |
|
|
2020
Q1 | $270K | Buy |
10,667
+1,452
| +16% | +$36.8K | 0.15% | 101 |
|
|
2019
Q4 | $334K | Buy |
9,215
+59
| +0.6% | +$2.14K | 0.15% | 104 |
|
|
2019
Q3 | $310K | Sell |
9,156
-1,041
| -10% | -$35.2K | 0.15% | 105 |
|
|
2019
Q2 | $347K | Buy |
10,197
+600
| +6% | +$20.4K | 0.17% | 94 |
|
|
2019
Q1 | $320K | Buy |
9,597
+2,217
| +30% | +$73.9K | 0.17% | 98 |
|
|
2018
Q4 | $217K | Buy |
7,380
+80
| +1% | +$2.35K | 0.14% | 115 |
|
|
2018
Q3 | $264K | Buy |
7,300
+2,210
| +43% | +$79.9K | 0.14% | 107 |
|
|
2018
Q2 | $178K | Buy |
5,090
+4,518
| +790% | +$158K | 0.1% | 129 |
|
|
2018
Q1 | $19K | Buy |
+572
| New | +$19K | 0.01% | 323 |
|