Merriman Wealth 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
Q4 | – | Sell |
-3,869
| Closed | -$212K | – | 225 |
|
|
2024
Q3 | $212K | Buy |
+3,869
| New | +$212K | 0.01% | 204 |
|
|
2023
Q1 | – | Sell |
-127,248
| Closed | -$5.41M | – | 215 |
|
|
2022
Q4 | $5.41M | Buy |
+127,248
| New | +$5.41M | 0.28% | 46 |
|
|
2022
Q1 | – | Sell |
-134,968
| Closed | -$6.71M | – | 230 |
|
|
2021
Q4 | $6.71M | Buy |
+134,968
| New | +$6.71M | 0.49% | 36 |
|