Squar Milner Financial Services’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 |
-49,658
| Closed | -$1.55M | – | 167 |
|
|
2020
Q2 | $1.55M | Sell |
49,658
-334
| -0.7% | -$10.4K | 0.88% | 18 |
|
|
2020
Q1 | $1.27M | Sell |
49,992
-18,751
| -27% | -$475K | 0.76% | 15 |
|
|
2019
Q4 | $2.49M | Buy |
68,743
+23,623
| +52% | +$856K | 1.24% | 11 |
|
|
2019
Q3 | $1.47M | Sell |
45,120
-19,633
| -30% | -$641K | 0.75% | 28 |
|
|
2019
Q2 | $2.21M | Buy |
64,753
+2,367
| +4% | +$80.6K | 1.49% | 9 |
|
|
2019
Q1 | $2.08M | Buy |
62,386
+17,965
| +40% | +$599K | 1.53% | 10 |
|
|
2018
Q4 | $1.31M | Buy |
44,421
+5,225
| +13% | +$154K | 1.26% | 14 |
|
|
2018
Q3 | $1.42M | Buy |
39,196
+15,367
| +64% | +$556K | 1.28% | 13 |
|
|
2018
Q2 | $831K | Buy |
23,829
+15,158
| +175% | +$529K | 0.73% | 24 |
|
|
2018
Q1 | $288K | Buy |
+8,671
| New | +$288K | 0.36% | 102 |
|