MAG
Mokosak Advisory Group’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
Q1 | – | Sell |
-82,454
| Closed | -$2.99M | – | 28 |
|
|
2019
Q4 | $2.99M | Sell |
82,454
-626
| -0.8% | -$22.7K | 1.81% | 14 |
|
|
2019
Q3 | $2.82M | Sell |
83,080
-1,264
| -1% | -$42.8K | 1.86% | 14 |
|
|
2019
Q2 | $2.88M | Sell |
84,344
-205
| -0.2% | -$6.99K | 1.94% | 14 |
|
|
2019
Q1 | $2.82M | Sell |
84,549
-1,984
| -2% | -$66.2K | 1.96% | 14 |
|
|
2018
Q4 | $2.54M | Buy |
+86,533
| New | +$2.54M | 1.97% | 15 |
|