WWM
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Windsor Wealth Management’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Windsor Wealth Management’s Portfolio SPMD Stock Details SPMD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-9,428
Closed -$342K – 191
2019
Q4 		$342K Buy
9,428
+1,570
+20% +$57K 0.13% 148
2019
Q3 		$258K Buy
+7,858
New +$258K 0.11% 156