Cedar Wealth Management’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $120K | Sell |
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|
2024
Q2 | $113K | Buy |
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|
2024
Q1 | $108K | Buy |
|
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|
2023
Q4 | $101K | Sell |
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|
2023
Q3 | $788K | Buy |
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|
2023
Q2 | $605K | Sell |
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|
2023
Q1 | $589K | Buy |
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|
2022
Q4 | $572K | Sell |
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|
2022
Q3 | $686K | Buy |
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|
2022
Q2 | $539K | Sell |
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|
2022
Q1 | $791K | Sell |
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|
2021
Q4 | $1.15M | Buy |
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|
2021
Q3 | $1.05M | Buy |
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|
2021
Q2 | $1M | Sell |
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|
2021
Q1 | $1.17M | Sell |
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|
2020
Q4 | $1.11M | Buy |
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|
2020
Q3 | $836K | Sell |
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|
2020
Q2 | $841K | Buy |
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