Affinia Financial Group’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 | $3.4M | Buy |
+84,079
| New | +$3.4M | 2.36% | 6 |
|
|
2022
Q1 | – | Sell |
-4,924
| Closed | -$212K | – | 33 |
|
|
2021
Q4 | $212K | Sell |
4,924
-454
| -8% | -$19.5K | 0.14% | 29 |
|
|
2021
Q3 | $237K | Sell |
5,378
-185
| -3% | -$8.15K | 0.15% | 29 |
|
|
2021
Q2 | $235K | Hold |
5,563
| – | – | 0.14% | 29 |
|
|
2021
Q1 | $242K | Sell |
5,563
-128
| -2% | -$5.57K | 0.15% | 28 |
|
|
2020
Q4 | $204K | Sell |
5,691
-1,737
| -23% | -$62.3K | 0.14% | 22 |
|
|
2020
Q3 | $203K | Sell |
7,428
-581
| -7% | -$15.9K | 0.14% | 21 |
|
|
2020
Q2 | $213K | Sell |
8,009
-34,832
| -81% | -$926K | 0.18% | 19 |
|
|
2020
Q1 | $936K | Buy |
+42,841
| New | +$936K | 0.87% | 8 |
|