WealthShield Partners’s State Street 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
Q3 | $71.1K | Buy |
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|
2025
Q2 | $67.4K | Buy |
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|
2025
Q1 | $63.1K | Buy |
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|
2024
Q4 | $67.2K | Buy |
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|
2024
Q3 | $67K | Buy |
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|
2024
Q2 | $62.6K | Buy |
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|
2024
Q1 | $64.8K | Sell |
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|
2023
Q4 | $62.2K | Buy |
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|
2023
Q3 | $55.7K | Sell |
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|
2023
Q2 | $67.3K | Buy |
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|
2023
Q1 | $64.2K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $116K | Buy |
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|
2021
Q1 | $113K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $85K | Buy |
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|
2020
Q2 | $81K | Sell |
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|
2020
Q1 | $74K | Sell |
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|
2019
Q4 | $168K | Sell |
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|
2019
Q3 | $191K | Buy |
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|
2019
Q2 | $58K | Sell |
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|
2019
Q1 | $165K | Buy |
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|
2018
Q4 | $145K | Buy |
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|
2018
Q3 | $121K | Buy |
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|
2018
Q2 | $87K | Buy |
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|
2018
Q1 | $9K | Buy |
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