Accel Wealth Management’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-350
| Closed | -$13.2K | – | 761 |
|
|
2023
Q1 | $13.2K | Hold |
350
| – | – | 0.01% | 819 |
|
|
2022
Q4 | $12.9K | Hold |
350
| – | – | 0.01% | 649 |
|
|
2022
Q3 | $13K | Hold |
350
| – | – | 0.01% | 683 |
|
|
2022
Q2 | $13K | Hold |
350
| – | – | 0.01% | 653 |
|
|
2022
Q1 | $15K | Hold |
350
| – | – | 0.01% | 626 |
|
|
2021
Q4 | $16K | Hold |
350
| – | – | 0.01% | 614 |
|
|
2021
Q3 | $15K | Hold |
350
| – | – | 0.01% | 561 |
|
|
2021
Q2 | $15K | Hold |
350
| – | – | 0.01% | 614 |
|
|
2021
Q1 | $15K | Hold |
350
| – | – | 0.01% | 578 |
|
|
2020
Q4 | $13K | Buy |
+350
| New | +$13K | 0.01% | 582 |
|