Wilbanks Smith & Thomas Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $356K | Buy |
6,680
+136
| +2% | +$7.25K | 0.01% | 398 |
|
|
2023
Q4 | $319K | Sell |
6,544
-139
| -2% | -$6.77K | 0.01% | 413 |
|
|
2023
Q3 | $293K | Sell |
6,683
-42
| -0.6% | -$1.84K | 0.01% | 405 |
|
|
2023
Q2 | $309K | Hold |
6,725
| – | – | 0.01% | 408 |
|
|
2023
Q1 | $295K | Sell |
6,725
-16,684
| -71% | -$733K | 0.01% | 404 |
|
|
2022
Q4 | $995K | Sell |
23,409
-12,489
| -35% | -$531K | 0.04% | 217 |
|
|
2022
Q3 | $1.38M | Buy |
+35,898
| New | +$1.38M | 0.06% | 184 |
|