Spartan Planning & Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $151K | Buy |
3,103
+235
| +8% | +$11.4K | 0.16% | 68 |
|
|
2023
Q3 | $126K | Buy |
+2,868
| New | +$126K | 0.15% | 72 |
|
|
2022
Q4 | $55.2K | Sell |
1,298
-110
| -8% | -$4.68K | 0.07% | 96 |
|
|
2022
Q3 | $54K | Sell |
1,408
-11
| -0.8% | -$422 | 0.07% | 45 |
|
|
2022
Q2 | $56K | Sell |
1,419
-2,023
| -59% | -$79.8K | 0.07% | 56 |
|
|
2022
Q1 | $162K | Buy |
+3,442
| New | +$162K | 0.2% | 59 |
|