Bull Oak Capital’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-108,632
Closed -$4.57M 28
2022
Q1
$4.57M Sell
108,632
-24,713
-19% -$1.04M 3.75% 12
2021
Q4
$5.96M Buy
+133,345
New +$5.96M 5.4% 7