Precedent Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Sell |
5,638
-5,473
| -49% | -$298K | 0.08% | 143 |
|
|
2025
Q1 | $569K | Sell |
11,111
-12,157
| -52% | -$622K | 0.16% | 116 |
|
|
2024
Q4 | $1.27M | Sell |
23,268
-97,813
| -81% | -$5.35M | 0.42% | 69 |
|
|
2024
Q3 | $6.62M | Buy |
121,081
+43,005
| +55% | +$2.35M | 2.18% | 9 |
|
|
2024
Q2 | $4.01M | Buy |
78,076
+32,842
| +73% | +$1.68M | 1.61% | 13 |
|
|
2024
Q1 | $2.41M | Buy |
45,234
+21,590
| +91% | +$1.15M | 1.04% | 20 |
|
|
2023
Q4 | $1.15M | Buy |
+23,644
| New | +$1.15M | 0.59% | 37 |
|