Stegent Equity Advisors’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $823K | Sell |
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|
2025
Q1 | $785K | Sell |
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|
2024
Q4 | $863K | Sell |
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|
2024
Q3 | $867K | Sell |
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|
2024
Q2 | $840K | Sell |
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|
2024
Q1 | $908K | Buy |
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|
2023
Q4 | $530K | Buy |
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|
2023
Q3 | $210K | Hold |
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|
2023
Q2 | $220K | Hold |
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|
2023
Q1 | $211K | Hold |
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|
2022
Q4 | $204K | Sell |
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|
2022
Q3 | $310K | Hold |
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|
2022
Q2 | $320K | Hold |
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|
2022
Q1 | $380K | Hold |
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|
2021
Q4 | $400K | Buy |
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