BG
Benedetti & Gucer’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 | $275K | Buy |
6,394
+18
| +0.3% | +$774 | 0.14% | 115 |
|
|
2023
Q4 | $269K | Hold |
6,376
| – | – | 0.14% | 112 |
|
|
2023
Q3 | $235K | Hold |
6,376
| – | – | 0.13% | 120 |
|
|
2023
Q2 | $248K | Buy |
6,376
+138
| +2% | +$5.37K | 0.13% | 124 |
|
|
2023
Q1 | $235K | Buy |
6,238
+607
| +11% | +$22.9K | 0.13% | 125 |
|
|
2022
Q4 | $209K | Buy |
+5,631
| New | +$209K | 0.15% | 87 |
|
|
2022
Q3 | – | Sell |
-5,300
| Closed | -$209K | – | 99 |
|
|
2022
Q2 | $209K | Sell |
5,300
-1,047
| -16% | -$41.3K | 0.14% | 85 |
|
|
2022
Q1 | $267K | Buy |
6,347
+917
| +17% | +$38.6K | 0.18% | 76 |
|
|
2021
Q4 | $242K | Hold |
5,430
| – | – | 0.16% | 79 |
|
|
2021
Q3 | $231K | Hold |
5,430
| – | – | 0.18% | 76 |
|
|
2021
Q2 | $239K | Sell |
5,430
-3,995
| -42% | -$176K | 0.21% | 70 |
|
|
2021
Q1 | $398K | Buy |
+9,425
| New | +$398K | 0.37% | 43 |
|