Clear Perspectives Financial Planning’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
Q1
Sell
-820
Closed -$37K 235
2021
Q4
$37K Hold
820
0.02% 120
2021
Q3
$35K Hold
820
0.02% 117
2021
Q2
$36K Hold
820
0.02% 114
2021
Q1
$35K Hold
820
0.02% 103
2020
Q4
$29K Buy
+820
New +$29K 0.02% 106