AWM
Aspire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $154K | Hold |
3,393
| – | – | 0.08% | 106 |
|
|
2024
Q2 | $141K | Sell |
3,393
-117
| -3% | -$4.86K | 0.08% | 106 |
|
|
2024
Q1 | $151K | Sell |
3,510
-2,114
| -38% | -$91K | 0.09% | 105 |
|
|
2023
Q4 | $237K | Sell |
5,624
-893
| -14% | -$37.7K | 0.16% | 86 |
|
|
2023
Q3 | $240K | Sell |
6,517
-953
| -13% | -$35.2K | 0.18% | 81 |
|
|
2023
Q2 | $290K | Buy |
+7,470
| New | +$290K | 0.22% | 65 |
|