Revolve Wealth Partners’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $608K | Hold |
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|
2025
Q2 | $578K | Sell |
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|
2025
Q1 | $547K | Sell |
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|
2024
Q4 | $591K | Sell |
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|
2024
Q3 | $601K | Sell |
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|
2024
Q2 | $1.21M | Sell |
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|
2024
Q1 | $1.26M | Hold |
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|
2023
Q4 | $1.15M | Sell |
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|
2023
Q3 | $1.05M | Sell |
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|
2023
Q2 | $1.1M | Sell |
|
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|
2023
Q1 | $1.07M | Sell |
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|
2022
Q4 | $1.1M | Sell |
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|
2022
Q3 | $1.01M | Sell |
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|
2022
Q2 | $1.04M | Sell |
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|
2022
Q1 | $1.33M | Buy |
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|
2021
Q4 | $1.39M | Buy |
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