Affinity Wealth Management’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-19,412
| Closed | -$633K | – | 103 |
|
|
2019
Q4 | $633K | Sell |
19,412
-678
| -3% | -$22.1K | 0.23% | 57 |
|
|
2019
Q3 | $603K | Sell |
20,090
-1,111
| -5% | -$33.3K | 0.24% | 55 |
|
|
2019
Q2 | $650K | Buy |
21,201
+611
| +3% | +$18.7K | 0.25% | 55 |
|
|
2019
Q1 | $622K | Sell |
20,590
-552,997
| -96% | -$16.7M | 0.25% | 60 |
|
|
2018
Q4 | $15.1M | Buy |
+573,587
| New | +$15.1M | 9.15% | 3 |
|