WR Wealth Planners’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
Q4 | $20.2K | Sell |
369
-346
| -48% | -$18.9K | 0.01% | 456 |
|
|
2024
Q3 | $39.1K | Buy |
715
+108
| +18% | +$5.9K | 0.01% | 374 |
|
|
2024
Q2 | $31.1K | Buy |
607
+261
| +75% | +$13.4K | 0.01% | 385 |
|
|
2024
Q1 | $18.4K | Buy |
+346
| New | +$18.4K | 0.01% | 468 |
|
|
2023
Q4 | – | Sell |
-346
| Closed | -$15.1K | – | 763 |
|
|
2023
Q3 | $15.1K | Buy |
+346
| New | +$15.1K | 0.01% | 472 |
|