WP
WealthSource Partners’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-24,242
| Closed | -$935K | – | 525 |
|
|
2022
Q3 | $935K | Buy |
+24,242
| New | +$935K | 0.07% | 205 |
|
|
2020
Q1 | – | Sell |
-6,408
| Closed | -$232K | – | 417 |
|
|
2019
Q4 | $232K | Sell |
6,408
-2,773
| -30% | -$100K | 0.03% | 366 |
|
|
2019
Q3 | $311K | Sell |
9,181
-1,264
| -12% | -$42.8K | 0.05% | 321 |
|
|
2019
Q2 | $356K | Sell |
10,445
-306
| -3% | -$10.4K | 0.06% | 298 |
|
|
2019
Q1 | $358K | Sell |
10,751
-6,773
| -39% | -$226K | 0.08% | 224 |
|
|
2018
Q4 | $516K | Sell |
17,524
-3,695
| -17% | -$109K | 0.15% | 141 |
|
|
2018
Q3 | $767K | Buy |
21,219
+2,068
| +11% | +$74.8K | 0.2% | 110 |
|
|
2018
Q2 | $668K | Sell |
19,151
-7,947
| -29% | -$277K | 0.19% | 118 |
|
|
2018
Q1 | $899K | Buy |
+27,098
| New | +$899K | 0.27% | 91 |
|