CWMGP
Capstone Wealth Management Group (Pennsylvania)’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 | $654K | Sell |
15,358
-2,531
| -14% | -$108K | 0.63% | 30 |
|
|
2025
Q1 | $729K | Sell |
17,889
-19,929
| -53% | -$812K | 0.42% | 46 |
|
|
2024
Q4 | $1.7M | Buy |
37,818
+32,380
| +595% | +$1.45M | 0.91% | 26 |
|
|
2024
Q3 | $247K | Buy |
+5,438
| New | +$247K | 0.15% | 65 |
|
|
2023
Q1 | – | Sell |
-15,229
| Closed | -$563K | – | 62 |
|
|
2022
Q4 | $563K | Sell |
15,229
-2,208
| -13% | -$81.6K | 0.61% | 32 |
|
|
2022
Q3 | $594K | Buy |
17,437
+572
| +3% | +$19.5K | 0.76% | 30 |
|
|
2022
Q2 | $607K | Buy |
16,865
+1,299
| +8% | +$46.8K | 0.73% | 32 |
|
|
2022
Q1 | $655K | Buy |
15,566
+209
| +1% | +$8.79K | 0.65% | 35 |
|
|
2021
Q4 | $686K | Buy |
+15,357
| New | +$686K | 0.56% | 38 |
|