RIA
Regal Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,344
| Closed | -$266K | – | 263 |
|
|
2019
Q4 | $266K | Sell |
7,344
-119
| -2% | -$4.31K | 0.05% | 278 |
|
|
2019
Q3 | $253K | Sell |
7,463
-217
| -3% | -$7.36K | 0.05% | 267 |
|
|
2019
Q2 | $262K | Sell |
7,680
-6,844
| -47% | -$233K | 0.05% | 267 |
|
|
2019
Q1 | $484K | Sell |
14,524
-2,577
| -15% | -$85.9K | 0.1% | 186 |
|
|
2018
Q4 | $503K | Sell |
17,101
-12,928
| -43% | -$380K | 0.11% | 184 |
|
|
2018
Q3 | $1.09M | Buy |
+30,029
| New | +$1.09M | 0.23% | 126 |
|