Personal Capital Advisors’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
Q4 | $271K | Sell |
6,369
-241
| -4% | -$10.2K | ﹤0.01% | 407 |
|
|
2022
Q3 | $255K | Sell |
6,610
-518
| -7% | -$20K | ﹤0.01% | 393 |
|
|
2022
Q2 | $283K | Buy |
7,128
+1,400
| +24% | +$55.6K | ﹤0.01% | 365 |
|
|
2022
Q1 | $270K | Sell |
5,728
-2,318
| -29% | -$109K | ﹤0.01% | 412 |
|
|
2021
Q4 | $394K | Buy |
8,046
+505
| +7% | +$24.7K | ﹤0.01% | 379 |
|
|
2021
Q3 | $348K | Sell |
7,541
-5,439
| -42% | -$251K | ﹤0.01% | 372 |
|
|
2021
Q2 | $613K | Sell |
12,980
-118
| -0.9% | -$5.57K | ﹤0.01% | 284 |
|
|
2021
Q1 | $599K | Buy |
13,098
+785
| +6% | +$35.9K | ﹤0.01% | 285 |
|
|
2020
Q4 | $497K | Buy |
12,313
+5,926
| +93% | +$239K | ﹤0.01% | 299 |
|
|
2020
Q3 | $208K | Buy |
+6,387
| New | +$208K | ﹤0.01% | 395 |
|