Alta Wealth Advisors’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Buy |
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|
2025
Q1 | $1.67M | Sell |
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|
2024
Q4 | $1.86M | Buy |
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|
2024
Q3 | $1.69M | Buy |
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|
2024
Q2 | $1.49M | Buy |
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|
2024
Q1 | $1.53M | Buy |
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|
2023
Q4 | $1.43M | Buy |
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|
2023
Q3 | $1.04M | Buy |
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|
2023
Q2 | $992K | Buy |
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|
2023
Q1 | $924K | Buy |
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|
2022
Q4 | $764K | Buy |
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|
2022
Q3 | $415K | Buy |
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|
2022
Q2 | $251K | Sell |
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|
2022
Q1 | $297K | Buy |
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|
2021
Q4 | $261K | Buy |
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