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Rooted Wealth Advisors’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Rooted Wealth Advisors’s Portfolio SPMD Stock Details SPMD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-5,185
Closed -$237K – 82
2023
Q2 		$237K Sell
5,185
-39,386
-88% -$1.8M 0.16% 68
2023
Q1 		$1.94M Buy
44,571
+140
+0.3% +$6.1K 1.44% 20
2022
Q4 		$1.89M Buy
+44,431
New +$1.89M 1.58% 18