Charles Schwab Investment Advisory’s State Street 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
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $216K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $166M | Sell |
|
|||||
|
2019
Q3 | $157M | Sell |
|
|||||
|
2019
Q2 | $163M | Sell |
|
|||||
|
2019
Q1 | $164M | Buy |
|
|||||
|
2018
Q4 | $76.9M | Sell |
|
|||||
|
2018
Q3 | $149M | Sell |
|
|||||
|
2018
Q2 | $148M | Sell |
|
|||||
|
2018
Q1 | $148M | Sell |
|
|||||
|
2017
Q4 | $151M | Buy |
|