Watershed Private Wealth’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 | $816K | Sell |
15,010
-7,694
| -34% | -$418K | 0.3% | 54 |
|
|
2025
Q1 | $1.16M | Sell |
22,704
-1,161
| -5% | -$59.4K | 0.46% | 41 |
|
|
2024
Q4 | $1.31M | Sell |
23,865
-1,620
| -6% | -$88.6K | 0.51% | 38 |
|
|
2024
Q3 | $1.39M | Sell |
25,485
-951
| -4% | -$52K | 0.56% | 35 |
|
|
2024
Q2 | $1.36M | Sell |
26,436
-879
| -3% | -$45.1K | 0.58% | 35 |
|
|
2024
Q1 | $1.46M | Sell |
27,315
-24,352
| -47% | -$1.3M | 0.65% | 34 |
|
|
2023
Q4 | $2.52M | Sell |
51,667
-9,860
| -16% | -$480K | 1.39% | 26 |
|
|
2023
Q3 | $2.69M | Sell |
61,527
-913
| -1% | -$40K | 1.66% | 23 |
|
|
2023
Q2 | $2.87M | Buy |
62,440
+1,590
| +3% | +$73K | 1.73% | 21 |
|
|
2023
Q1 | $2.67M | Buy |
60,850
+2,659
| +5% | +$117K | 1.81% | 19 |
|
|
2022
Q4 | $2.47M | Buy |
+58,191
| New | +$2.47M | 1.88% | 19 |
|