CWP
CFM Wealth 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
Q2 | $2.69M | Sell |
63,092
-484
| -0.8% | -$20.6K | 0.43% | 49 |
|
|
2025
Q1 | $2.59M | Sell |
63,576
-326
| -0.5% | -$13.3K | 0.46% | 47 |
|
|
2024
Q4 | $2.87M | Buy |
63,902
+615
| +1% | +$27.6K | 0.48% | 48 |
|
|
2024
Q3 | $2.88M | Buy |
63,287
+3,299
| +5% | +$150K | 0.5% | 48 |
|
|
2024
Q2 | $2.49M | Buy |
59,988
+9,219
| +18% | +$383K | 0.46% | 51 |
|
|
2024
Q1 | $2.19M | Buy |
50,769
+188
| +0.4% | +$8.09K | 0.44% | 56 |
|
|
2023
Q4 | $2.13M | Buy |
50,581
+106
| +0.2% | +$4.47K | 0.48% | 53 |
|
|
2023
Q3 | $1.86M | Buy |
50,475
+3,103
| +7% | +$115K | 0.49% | 52 |
|
|
2023
Q2 | $1.84M | Buy |
+47,372
| New | +$1.84M | 0.45% | 59 |
|