Rowland Carmichael Advisors’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-227
| Closed | -$7K | – | 368 |
|
|
2020
Q2 | $7K | Hold |
227
| – | – | ﹤0.01% | 328 |
|
|
2020
Q1 | $6K | Sell |
227
-142
| -38% | -$3.75K | ﹤0.01% | 308 |
|
|
2019
Q4 | $13K | Buy |
369
+231
| +167% | +$8.14K | ﹤0.01% | 333 |
|
|
2019
Q3 | $5K | Buy |
138
+42
| +44% | +$1.52K | ﹤0.01% | 344 |
|
|
2019
Q2 | $3K | Buy |
+96
| New | +$3K | ﹤0.01% | 324 |
|