Buckingham Strategic Wealth’s State Street 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $833K | Sell |
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|
2024
Q1 | $933K | Sell |
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|
2023
Q4 | $1.02M | Sell |
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|
2023
Q3 | $1.06M | Buy |
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|
2023
Q2 | $1.11M | Buy |
|
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|
2023
Q1 | $952K | Hold |
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|
2022
Q4 | $952K | Sell |
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|
2022
Q3 | $919K | Sell |
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|
2022
Q2 | $985K | Buy |
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|
2022
Q1 | $1.09M | Hold |
|
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|
2021
Q4 | $1.16M | Sell |
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|
2021
Q3 | $1.11M | Sell |
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|
2021
Q2 | $1.23M | Sell |
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|
2021
Q1 | $1.28M | Sell |
|
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|
2020
Q4 | $1.2M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $310K | Buy |
|