WealthShield Partners’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 | $67.4K | Buy |
1,239
+5
| +0.4% | +$272 | 0.01% | 412 |
|
|
2025
Q1 | $63.1K | Buy |
1,234
+4
| +0.3% | +$205 | 0.01% | 403 |
|
|
2024
Q4 | $67.2K | Buy |
1,230
+5
| +0.4% | +$273 | 0.01% | 369 |
|
|
2024
Q3 | $67K | Buy |
1,225
+5
| +0.4% | +$273 | 0.01% | 376 |
|
|
2024
Q2 | $62.6K | Buy |
1,220
+4
| +0.3% | +$205 | 0.01% | 348 |
|
|
2024
Q1 | $64.8K | Sell |
1,216
-61
| -5% | -$3.25K | 0.01% | 343 |
|
|
2023
Q4 | $62.2K | Buy |
1,277
+5
| +0.4% | +$244 | 0.01% | 349 |
|
|
2023
Q3 | $55.7K | Sell |
1,272
-195
| -13% | -$8.54K | 0.01% | 368 |
|
|
2023
Q2 | $67.3K | Buy |
1,467
+5
| +0.3% | +$229 | 0.01% | 361 |
|
|
2023
Q1 | $64.2K | Buy |
+1,462
| New | +$64.2K | 0.01% | 364 |
|
|
2021
Q3 | – | Sell |
-2,467
| Closed | -$116K | – | 672 |
|
|
2021
Q2 | $116K | Buy |
2,467
+6
| +0.2% | +$282 | 0.02% | 339 |
|
|
2021
Q1 | $113K | Buy |
+2,461
| New | +$113K | 0.02% | 321 |
|
|
2020
Q4 | – | Sell |
-2,611
| Closed | -$85K | – | 404 |
|
|
2020
Q3 | $85K | Buy |
2,611
+4
| +0.2% | +$130 | 0.03% | 278 |
|
|
2020
Q2 | $81K | Sell |
2,607
-329
| -11% | -$10.2K | 0.04% | 232 |
|
|
2020
Q1 | $74K | Sell |
2,936
-1,713
| -37% | -$43.2K | 0.05% | 180 |
|
|
2019
Q4 | $168K | Sell |
4,649
-986
| -17% | -$35.6K | 0.08% | 183 |
|
|
2019
Q3 | $191K | Buy |
5,635
+3,938
| +232% | +$133K | 0.1% | 166 |
|
|
2019
Q2 | $58K | Sell |
1,697
-3,251
| -66% | -$111K | 0.03% | 174 |
|
|
2019
Q1 | $165K | Buy |
4,948
+5
| +0.1% | +$167 | 0.09% | 154 |
|
|
2018
Q4 | $145K | Buy |
4,943
+1,609
| +48% | +$47.2K | 0.1% | 132 |
|
|
2018
Q3 | $121K | Buy |
3,334
+841
| +34% | +$30.5K | 0.07% | 141 |
|
|
2018
Q2 | $87K | Buy |
2,493
+2,228
| +841% | +$77.8K | 0.05% | 142 |
|
|
2018
Q1 | $9K | Buy |
+265
| New | +$9K | 0.01% | 198 |
|