WWS
Wellington Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,214
| Closed | -$370K | – | 91 |
|
|
2024
Q2 | $370K | Buy |
+7,214
| New | +$370K | 1.55% | 16 |
|
|
2024
Q1 | – | Sell |
-6,825
| Closed | -$333K | – | 173 |
|
|
2023
Q4 | $333K | Buy |
+6,825
| New | +$333K | 0.28% | 61 |
|
|
2020
Q4 | $333K | Buy |
+6,825
| New | +$333K | 0.28% | 62 |
|