LW
SPMD icon

Linscomb Wealth’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
2020
Q3
Sell
-6,766
Closed -$211K 306
2020
Q2
$211K Sell
6,766
-54,648
-89% -$1.7M 0.02% 273
2020
Q1
$1.56M Sell
61,414
-864
-1% -$21.9K 0.14% 98
2019
Q4
$2.26M Buy
+62,278
New +$2.26M 0.15% 95