TRUADVICE’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
Q3 | $325K | Sell |
7,602
-5,367
| -41% | -$230K | 0.13% | 164 |
|
|
2023
Q2 | $605K | Buy |
12,969
+338
| +3% | +$15.8K | 0.22% | 113 |
|
|
2023
Q1 | $551K | Buy |
12,631
+915
| +8% | +$39.9K | 0.22% | 110 |
|
|
2022
Q4 | $529K | Sell |
11,716
-959
| -8% | -$43.3K | 0.28% | 70 |
|
|
2022
Q3 | $542K | Sell |
12,675
-632
| -5% | -$27K | 0.3% | 60 |
|
|
2022
Q2 | $581K | Buy |
13,307
+69
| +0.5% | +$3.01K | 0.31% | 61 |
|
|
2022
Q1 | $583K | Buy |
13,238
+56
| +0.4% | +$2.47K | 0.33% | 57 |
|
|
2021
Q4 | $617K | Buy |
13,182
+76
| +0.6% | +$3.56K | 0.58% | 42 |
|
|
2021
Q3 | $667K | Sell |
13,106
-2,025
| -13% | -$103K | 0.61% | 44 |
|
|
2021
Q2 | $705K | Sell |
15,131
-261
| -2% | -$12.2K | 0.15% | 129 |
|
|
2021
Q1 | $746K | Buy |
15,392
+4,574
| +42% | +$222K | 0.22% | 97 |
|
|
2020
Q4 | $449K | Sell |
10,818
-1,153
| -10% | -$47.9K | 0.14% | 150 |
|
|
2020
Q3 | $414K | Buy |
+11,971
| New | +$414K | 0.17% | 121 |
|