A detailed history of Carolina Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Carolina Wealth Advisors, LLC holds 670 shares of SPMD stock, worth $34,324. This represents 0.02% of its overall portfolio holdings.

Number of Shares
670
Previous 670 -0.0%
Holding current value
$34,324
Previous $32,000 9.38%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 17, 2023

SELL
$42.21 - $45.89 $8,442 - $9,178
-200 Reduced 22.99%
670 $30,000
Q4 2022

Jan 10, 2023

BUY
$41.68 - $45.21 $4,168 - $4,521
100 Added 12.99%
870 $37,000
Q2 2022

Jul 19, 2022

BUY
N/A
200 Added 35.09%
770 $31,000
Q1 2020

Apr 09, 2020

SELL
N/A
-340 Reduced 37.36%
570 $14,000
Q4 2019

Feb 07, 2020

BUY
N/A
910 New
910 $33,000

Others Institutions Holding SPMD

About SPDR PORTFOLIO


  • Ticker SPMD
  • Sector ETFs
  • Industry ETFs
More about SPMD
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