CFP
Cascade Financial Partners’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
Q1 | – | Sell |
-5,814
| Closed | -$261K | – | 255 |
|
|
2024
Q4 | $261K | Buy |
5,814
+5
| +0.1% | +$225 | 0.03% | 207 |
|
|
2024
Q3 | $261K | Buy |
5,809
+4
| +0.1% | +$180 | 0.03% | 202 |
|
|
2024
Q2 | $241K | Buy |
5,805
+4
| +0.1% | +$166 | 0.03% | 203 |
|
|
2024
Q1 | $236K | Buy |
+5,801
| New | +$236K | 0.03% | 203 |
|