Certified Advisory Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-7,114
| Closed | -$299K | – | 253 |
|
|
2022
Q1 | $299K | Buy |
+7,114
| New | +$299K | 0.06% | 185 |
|
|
2020
Q2 | $169K | Sell |
6,346
-1,759
| -22% | -$46.8K | 0.06% | 188 |
|
|
2020
Q1 | $177K | Sell |
8,105
-5,664
| -41% | -$124K | 0.07% | 168 |
|
|
2019
Q4 | $449K | Buy |
13,769
+387
| +3% | +$12.6K | 0.14% | 124 |
|
|
2019
Q3 | $401K | Buy |
13,382
+2,120
| +19% | +$63.5K | 0.14% | 131 |
|
|
2019
Q2 | $345K | Buy |
+11,262
| New | +$345K | 0.13% | 134 |
|