SWAG
Spectrum Wealth Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,830
| Closed | -$225K | – | 36 |
|
|
2022
Q3 | $225K | Buy |
5,830
+12
| +0.2% | +$463 | 0.28% | 36 |
|
|
2022
Q2 | $231K | Buy |
5,818
+12
| +0.2% | +$476 | 0.26% | 38 |
|
|
2022
Q1 | $274K | Sell |
5,806
-2,916
| -33% | -$138K | 0.26% | 40 |
|
|
2021
Q4 | $434K | Buy |
8,722
+2,929
| +51% | +$146K | 0.39% | 32 |
|
|
2021
Q3 | $267K | Buy |
5,793
+12
| +0.2% | +$553 | 0.26% | 38 |
|
|
2021
Q2 | $273K | Buy |
5,781
+8
| +0.1% | +$378 | 0.27% | 38 |
|
|
2021
Q1 | $264K | Sell |
5,773
-28
| -0.5% | -$1.28K | 0.25% | 35 |
|
|
2020
Q4 | $234K | Sell |
5,801
-7,285
| -56% | -$294K | 0.26% | 30 |
|
|
2020
Q3 | $426K | Buy |
13,086
+6,522
| +99% | +$212K | 0.27% | 32 |
|
|
2020
Q2 | $205K | Buy |
+6,564
| New | +$205K | 0.29% | 32 |
|