OWA
Outlook Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $485K | Sell |
8,911
-126
| -1% | -$6.85K | 0.12% | 150 |
|
|
2025
Q1 | $463K | Buy |
9,037
+791
| +10% | +$40.5K | 0.13% | 144 |
|
|
2024
Q4 | $451K | Sell |
8,246
-641
| -7% | -$35.1K | 0.13% | 149 |
|
|
2024
Q3 | $486K | Buy |
8,887
+61
| +0.7% | +$3.34K | 0.14% | 133 |
|
|
2024
Q2 | $522K | Buy |
8,826
+76
| +0.9% | +$4.49K | 0.16% | 126 |
|
|
2024
Q1 | $467K | Sell |
8,750
-5,569
| -39% | -$297K | 0.14% | 144 |
|
|
2023
Q4 | $698K | Buy |
14,319
+4,190
| +41% | +$204K | 0.24% | 86 |
|
|
2023
Q3 | $444K | Sell |
10,129
-194
| -2% | -$8.5K | 0.17% | 128 |
|
|
2023
Q2 | $474K | Sell |
10,323
-237
| -2% | -$10.9K | 0.18% | 131 |
|
|
2023
Q1 | $464K | Buy |
+10,560
| New | +$464K | 0.21% | 118 |
|
|
2022
Q2 | – | Sell |
-30,500
| Closed | -$1.44M | – | 205 |
|
|
2022
Q1 | $1.44M | Sell |
30,500
-460
| -1% | -$21.7K | 0.48% | 50 |
|
|
2021
Q4 | $1.54M | Buy |
+30,960
| New | +$1.54M | 0.45% | 50 |
|