PWM
Paulson Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-6,079
| Closed | -$206K | – | 111 |
|
|
2019
Q3 | $206K | Sell |
6,079
-88
| -1% | -$2.98K | 0.16% | 102 |
|
|
2019
Q2 | $211K | Sell |
6,167
-3,693
| -37% | -$126K | 0.16% | 99 |
|
|
2019
Q1 | $329K | Buy |
9,860
+1,056
| +12% | +$35.2K | 0.25% | 83 |
|
|
2018
Q4 | $279K | Buy |
+8,804
| New | +$279K | 0.23% | 92 |
|