PWG
Portside Wealth Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,175
| Closed | -$223K | – | 384 |
|
|
2024
Q1 | $223K | Sell |
4,175
-1,284
| -24% | -$68.5K | 0.04% | 334 |
|
|
2023
Q4 | $266K | Sell |
5,459
-217
| -4% | -$10.6K | 0.05% | 286 |
|
|
2023
Q3 | $248K | Sell |
5,676
-297
| -5% | -$13K | 0.05% | 280 |
|
|
2023
Q2 | $274K | Buy |
+5,973
| New | +$274K | 0.05% | 271 |
|