BWA
Burt Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Hold |
6,213
| – | – | 0.06% | 102 |
|
|
2025
Q1 | $253K | Buy |
6,213
+257
| +4% | +$10.5K | 0.06% | 103 |
|
|
2024
Q4 | $268K | Hold |
5,956
| – | – | 0.07% | 100 |
|
|
2024
Q3 | $271K | Hold |
5,956
| – | – | 0.07% | 101 |
|
|
2024
Q2 | $247K | Sell |
5,956
-568
| -9% | -$23.6K | 0.07% | 98 |
|
|
2024
Q1 | $281K | Buy |
6,524
+290
| +5% | +$12.5K | 0.07% | 98 |
|
|
2023
Q4 | $263K | Hold |
6,234
| – | – | 0.08% | 91 |
|
|
2023
Q3 | $230K | Hold |
6,234
| – | – | 0.07% | 89 |
|
|
2023
Q2 | $242K | Buy |
+6,234
| New | +$242K | 0.07% | 95 |
|