AFA
AllGen Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-109,211
| Closed | -$4.61M | – | 40 |
|
|
2023
Q4 | $4.61M | Buy |
109,211
+1,033
| +1% | +$43.6K | 2.4% | 9 |
|
|
2023
Q3 | $3.99M | Buy |
108,178
+1,912
| +2% | +$70.6K | 2.84% | 7 |
|
|
2023
Q2 | $4.13M | Buy |
106,266
+6,713
| +7% | +$261K | 2.6% | 11 |
|
|
2023
Q1 | $3.76M | Buy |
99,553
+4,966
| +5% | +$188K | 2.63% | 10 |
|
|
2022
Q4 | $3.5M | Buy |
+94,587
| New | +$3.5M | 2.51% | 9 |
|