PCG Wealth Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $277K | Hold |
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|
2025
Q2 | $263K | Hold |
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|
2025
Q1 | $248K | Hold |
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|
2024
Q4 | $265K | Hold |
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|
2024
Q3 | $265K | Hold |
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|
2024
Q2 | $248K | Hold |
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|
2024
Q1 | $258K | Hold |
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|
2023
Q4 | $236K | Sell |
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|
2023
Q3 | $1.04M | Buy |
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|
2023
Q2 | $1.03M | Buy |
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|
2023
Q1 | $914K | Sell |
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|
2022
Q4 | $889K | Sell |
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|
2022
Q3 | $1.44M | Buy |
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|
2022
Q2 | $754K | Sell |
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|
2022
Q1 | $900K | Buy |
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