Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,953
| Closed | -$78K | – | 1751 |
|
|
2022
Q2 | $78K | Sell |
1,953
-459
| -19% | -$18.3K | 0.02% | 607 |
|
|
2022
Q1 | $114K | Sell |
2,412
-11
| -0.5% | -$520 | 0.02% | 546 |
|
|
2021
Q4 | $121K | Buy |
2,423
+568
| +31% | +$28.4K | 0.02% | 590 |
|
|
2021
Q3 | $86K | Buy |
1,855
+160
| +9% | +$7.42K | 0.02% | 703 |
|
|
2021
Q2 | $80K | Buy |
1,695
+845
| +99% | +$39.9K | 0.01% | 698 |
|
|
2021
Q1 | $39K | Buy |
850
+59
| +7% | +$2.71K | 0.01% | 859 |
|
|
2020
Q4 | $32K | Hold |
791
| – | – | 0.01% | 834 |
|
|
2020
Q3 | $26K | Hold |
791
| – | – | 0.01% | 721 |
|
|
2020
Q2 | $25K | Sell |
791
-412
| -34% | -$13K | 0.01% | 692 |
|
|
2020
Q1 | $30K | Sell |
1,203
-262
| -18% | -$6.53K | 0.01% | 567 |
|
|
2019
Q4 | $53K | Buy |
1,465
+76
| +5% | +$2.75K | 0.02% | 468 |
|
|
2019
Q3 | $47K | Buy |
1,389
+712
| +105% | +$24.1K | 0.02% | 457 |
|
|
2019
Q2 | $23K | Buy |
677
+42
| +7% | +$1.43K | 0.01% | 613 |
|
|
2019
Q1 | $21K | Buy |
635
+313
| +97% | +$10.4K | 0.01% | 549 |
|
|
2018
Q4 | $9K | Buy |
+322
| New | +$9K | 0.01% | 638 |
|