QWM
QP Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $596K | Sell |
13,614
-2,378
| -15% | -$104K | 1.04% | 31 |
|
|
2023
Q2 | $734K | Buy |
15,992
+646
| +4% | +$29.6K | 1.16% | 29 |
|
|
2023
Q1 | $674K | Buy |
15,346
+6,065
| +65% | +$266K | 1.1% | 32 |
|
|
2022
Q4 | $394K | Sell |
9,281
-13,120
| -59% | -$558K | 0.61% | 41 |
|
|
2022
Q3 | $870K | Sell |
22,401
-829
| -4% | -$32.2K | 1.25% | 29 |
|
|
2022
Q2 | $922K | Sell |
23,230
-1,541
| -6% | -$61.2K | 1.26% | 27 |
|
|
2022
Q1 | $1.17M | Sell |
24,771
-496
| -2% | -$23.4K | 1.31% | 27 |
|
|
2021
Q4 | $1.26M | Buy |
25,267
+1,850
| +8% | +$92K | 1.33% | 27 |
|
|
2021
Q3 | $1.08M | Buy |
23,417
+406
| +2% | +$18.7K | 1.16% | 30 |
|
|
2021
Q2 | $1.09M | Buy |
+23,011
| New | +$1.09M | 1.11% | 32 |
|