RWP
Revolve Wealth Partners’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 | $578K | Sell |
10,630
-50
| -0.5% | -$2.72K | 0.08% | 110 |
|
|
2025
Q1 | $547K | Sell |
10,680
-125
| -1% | -$6.4K | 0.08% | 110 |
|
|
2024
Q4 | $591K | Sell |
10,805
-181
| -2% | -$9.9K | 0.09% | 102 |
|
|
2024
Q3 | $601K | Sell |
10,986
-12,690
| -54% | -$694K | 0.09% | 102 |
|
|
2024
Q2 | $1.21M | Sell |
23,676
-26
| -0.1% | -$1.33K | 0.2% | 59 |
|
|
2024
Q1 | $1.26M | Hold |
23,702
| – | – | 0.22% | 59 |
|
|
2023
Q4 | $1.15M | Sell |
23,702
-257
| -1% | -$12.5K | 0.22% | 57 |
|
|
2023
Q3 | $1.05M | Sell |
23,959
-28
| -0.1% | -$1.23K | 0.24% | 56 |
|
|
2023
Q2 | $1.1M | Sell |
23,987
-455
| -2% | -$20.9K | 0.26% | 56 |
|
|
2023
Q1 | $1.07M | Sell |
24,442
-1,340
| -5% | -$58.9K | 0.27% | 56 |
|
|
2022
Q4 | $1.1M | Sell |
25,782
-373
| -1% | -$15.9K | 0.31% | 53 |
|
|
2022
Q3 | $1.01M | Sell |
26,155
-60
| -0.2% | -$2.32K | 0.34% | 50 |
|
|
2022
Q2 | $1.04M | Sell |
26,215
-1,989
| -7% | -$78.9K | 0.34% | 50 |
|
|
2022
Q1 | $1.33M | Buy |
28,204
+281
| +1% | +$13.3K | 0.38% | 46 |
|
|
2021
Q4 | $1.39M | Buy |
+27,923
| New | +$1.39M | 0.4% | 45 |
|