Stone House Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.15K | Sell |
58
-1,879
| -97% | -$102K | ﹤0.01% | 378 |
|
|
2025
Q1 | $99.1K | Buy |
+1,937
| New | +$99.1K | 0.02% | 96 |
|
|
2024
Q3 | – | Sell |
-159
| Closed | -$8.16K | – | 417 |
|
|
2024
Q2 | $8.16K | Sell |
159
-1,967
| -93% | -$101K | ﹤0.01% | 239 |
|
|
2024
Q1 | $113K | Buy |
+2,126
| New | +$113K | 0.03% | 75 |
|
|
2019
Q2 | – | Sell |
-1,025
| Closed | -$34K | – | 173 |
|
|
2019
Q1 | $34K | Sell |
1,025
-8,640
| -89% | -$287K | 0.02% | 111 |
|
|
2018
Q4 | $284K | Sell |
9,665
-5,678
| -37% | -$167K | 0.18% | 42 |
|
|
2018
Q3 | $555K | Buy |
+15,343
| New | +$555K | 0.32% | 35 |
|