M&R Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $115K | Buy |
2,096
+866
| +70% | +$47.3K | 0.03% | 175 |
|
|
2024
Q2 | $63.1K | Buy |
1,230
+152
| +14% | +$7.8K | 0.02% | 211 |
|
|
2024
Q1 | $57.5K | Buy |
1,078
+287
| +36% | +$15.3K | 0.01% | 221 |
|
|
2023
Q4 | $38.5K | Buy |
791
+401
| +103% | +$19.5K | 0.01% | 269 |
|
|
2023
Q3 | $17.1K | Sell |
390
-5
| -1% | -$219 | ﹤0.01% | 322 |
|
|
2023
Q2 | $18.1K | Hold |
395
| – | – | ﹤0.01% | 325 |
|
|
2023
Q1 | $17.4K | Buy |
395
+240
| +155% | +$10.5K | ﹤0.01% | 319 |
|
|
2022
Q4 | $6.59K | Buy |
+155
| New | +$6.59K | ﹤0.01% | 396 |
|