Transamerica Financial Advisors’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
Q1 | – | Sell |
-853
| Closed | -$37K | – | 697 |
|
2022
Q4 | $37K | Sell |
853
-7
| -0.8% | -$304 | 0.01% | 290 |
|
2022
Q3 | $34K | Sell |
860
-8
| -0.9% | -$316 | 0.01% | 286 |
|
2022
Q2 | $35K | Buy |
+868
| New | +$35K | 0.01% | 286 |
|
2020
Q3 | – | Sell |
-937
| Closed | -$30K | – | 440 |
|
2020
Q2 | $30K | Buy |
+937
| New | +$30K | 0.01% | 216 |
|