QWM
Quadcap 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Sell |
19,482
-1,333
| -6% | -$72.5K | 0.13% | 143 |
|
|
2025
Q1 | $1.07M | Sell |
20,815
-3,923
| -16% | -$201K | 0.15% | 129 |
|
|
2024
Q4 | $1.35M | Sell |
24,738
-531
| -2% | -$29K | 0.2% | 102 |
|
|
2024
Q3 | $1.38M | Sell |
25,269
-1,005
| -4% | -$55K | 0.22% | 100 |
|
|
2024
Q2 | $1.35M | Sell |
26,274
-12,711
| -33% | -$652K | 0.24% | 87 |
|
|
2024
Q1 | $2.08M | Sell |
38,985
-3,515
| -8% | -$187K | 0.47% | 46 |
|
|
2023
Q4 | $2.07M | Buy |
+42,500
| New | +$2.07M | 0.54% | 40 |
|