Carmichael Hill & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $126K | Hold |
2,761
| – | – | 0.04% | 213 |
|
|
2024
Q2 | $115K | Sell |
2,761
-2,230
| -45% | -$92.6K | 0.05% | 208 |
|
|
2024
Q1 | $215K | Hold |
4,991
| – | – | 0.09% | 155 |
|
|
2023
Q4 | $211K | Hold |
4,991
| – | – | 0.09% | 146 |
|
|
2023
Q3 | $184K | Buy |
4,991
+1,657
| +50% | +$61.1K | 0.08% | 156 |
|
|
2023
Q2 | $129K | Buy |
+3,334
| New | +$129K | 0.06% | 192 |
|