Provence 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
2023
Q4
$2.96M Sell
60,658
-136
-0.2% -$6.63K 1.59% 16
2023
Q3
$2.66M Buy
60,794
+1,823
+3% +$79.8K 1.63% 15
2023
Q2
$2.71M Buy
58,971
+8,115
+16% +$372K 1.59% 15
2023
Q1
$2.23M Buy
+50,856
New +$2.23M 1.49% 15