Capstone Wealth Management Group, LLC Spdr Portfolio Transaction History

Capstone Wealth Management Group, LLC

  • $185 Million
  • Q4 2024

A detailed history of Capstone Wealth Management Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Capstone Wealth Management Group, LLC holds 24,932 shares of SPMD stock, worth $1.31 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
24,932
Holding current value
$1.31 Million
% of portfolio
0.74%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$54.13 - $59.56 $1.35 Million - $1.48 Million
24,932 New
24,932 $1.36 Million
Q4 2022

Jan 25, 2023
SELL
$39.32 - $45.21 $120,594 - $138,659
-3,067 Reduced 15.33%
16,940 $0
Q3 2022

Nov 10, 2022
BUY
$38.55 - $46.17 $30,377 - $36,381
788 Added 4.1%
20,007 $771,000
Q2 2022

Aug 12, 2022
BUY
$38.67 - $47.45 $49,420 - $60,641
1,278 Added 7.12%
19,219 $763,000
Q1 2022

Apr 12, 2022
BUY
$44.15 - $50.14 $20,397 - $23,164
462 Added 2.64%
17,941 $846,000
Q4 2021

Apr 12, 2022
BUY
$46.63 - $50.95 $815,045 - $890,555
17,479 New
17,479 $869,000

Others Institutions Holding SPMD

# of Institutions
720
Shares Held
205M
Call Options Held
2.1K
Put Options Held
0
View Full List

About SPDR PORTFOLIO

SPMD Quotes by TradingView
  • Ticker SPMD
  • Sector ETFs
  • Industry ETFs
More about SPMD
Track This Portfolio

Track Capstone Wealth Management Group, LLC Portfolio

Follow Capstone Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capstone Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capstone Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email