Prestige Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-11,209
| Closed | -$350K | – | 918 |
|
|
2020
Q2 | $350K | Buy |
11,209
+293
| +3% | +$9.15K | 0.12% | 76 |
|
|
2020
Q1 | $277K | Buy |
10,916
+223
| +2% | +$5.66K | 0.12% | 71 |
|
|
2019
Q4 | $387K | Buy |
10,693
+1,865
| +21% | +$67.5K | 0.21% | 76 |
|
|
2019
Q3 | $299K | Buy |
8,828
+2
| +0% | +$68 | 0.18% | 87 |
|
|
2019
Q2 | $301K | Sell |
8,826
-6,296
| -42% | -$215K | 0.18% | 87 |
|
|
2019
Q1 | $504K | Sell |
15,122
-172
| -1% | -$5.73K | 0.31% | 66 |
|
|
2018
Q4 | $450K | Buy |
+15,294
| New | +$450K | 0.33% | 59 |
|