My Personal CFO LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Hold |
4,228
| – | – | 0.1% | 85 |
|
|
2025
Q1 | $216K | Buy |
4,228
+127
| +3% | +$6.5K | 0.11% | 84 |
|
|
2024
Q4 | $224K | Hold |
4,101
| – | – | 0.12% | 86 |
|
|
2024
Q3 | $224K | Hold |
4,101
| – | – | 0.12% | 85 |
|
|
2024
Q2 | $210K | Hold |
4,101
| – | – | 0.11% | 100 |
|
|
2024
Q1 | $219K | Buy |
+4,101
| New | +$219K | 0.13% | 94 |
|
|
2023
Q1 | – | Sell |
-4
| Closed | -$174K | – | 709 |
|
|
2022
Q4 | $174K | Buy |
+4
| New | +$174K | 0.16% | 71 |
|
|
2022
Q1 | – | Sell |
-4,101
| Closed | -$204K | – | 60 |
|
|
2021
Q4 | $204K | Buy |
+4,101
| New | +$204K | 0.18% | 61 |
|