CWM
Cedar Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,638
| Closed | -$120K | – | 245 |
|
|
2024
Q3 | $120K | Sell |
2,638
-75
| -3% | -$3.41K | 0.04% | 121 |
|
|
2024
Q2 | $113K | Buy |
2,713
+200
| +8% | +$8.31K | 0.04% | 122 |
|
|
2024
Q1 | $108K | Buy |
2,513
+130
| +5% | +$5.6K | 0.04% | 129 |
|
|
2023
Q4 | $101K | Sell |
2,383
-18,969
| -89% | -$800K | 0.04% | 124 |
|
|
2023
Q3 | $788K | Buy |
21,352
+5,771
| +37% | +$213K | 0.31% | 45 |
|
|
2023
Q2 | $605K | Sell |
15,581
-19
| -0.1% | -$738 | 0.23% | 53 |
|
|
2023
Q1 | $589K | Buy |
15,600
+122
| +0.8% | +$4.61K | 0.24% | 55 |
|
|
2022
Q4 | $572K | Sell |
15,478
-4,674
| -23% | -$173K | 0.28% | 51 |
|
|
2022
Q3 | $686K | Buy |
20,152
+5,175
| +35% | +$176K | 0.34% | 52 |
|
|
2022
Q2 | $539K | Sell |
14,977
-3,827
| -20% | -$138K | 0.25% | 62 |
|
|
2022
Q1 | $791K | Sell |
18,804
-6,852
| -27% | -$288K | 0.32% | 51 |
|
|
2021
Q4 | $1.15M | Buy |
25,656
+1,068
| +4% | +$47.7K | 0.46% | 40 |
|
|
2021
Q3 | $1.05M | Buy |
24,588
+1,750
| +8% | +$74.5K | 0.47% | 41 |
|
|
2021
Q2 | $1M | Sell |
22,838
-4,882
| -18% | -$215K | 0.45% | 43 |
|
|
2021
Q1 | $1.17M | Sell |
27,720
-3,169
| -10% | -$134K | 0.58% | 35 |
|
|
2020
Q4 | $1.11M | Buy |
30,889
+357
| +1% | +$12.8K | 0.59% | 34 |
|
|
2020
Q3 | $836K | Sell |
30,532
-1,116
| -4% | -$30.6K | 0.52% | 31 |
|
|
2020
Q2 | $841K | Buy |
+31,648
| New | +$841K | 0.57% | 29 |
|