Cornerstone Planning Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.12K | Hold |
49
| – | – | ﹤0.01% | 930 |
|
|
2025
Q1 | $1.87K | Hold |
49
| – | – | ﹤0.01% | 1002 |
|
|
2024
Q4 | $2.26K | Sell |
49
-103
| -68% | -$4.76K | ﹤0.01% | 768 |
|
|
2024
Q3 | $6.83K | Hold |
152
| – | – | ﹤0.01% | 500 |
|
|
2024
Q2 | $6.33K | Sell |
152
-370
| -71% | -$15.4K | ﹤0.01% | 526 |
|
|
2024
Q1 | $21.8K | Sell |
522
-29
| -5% | -$1.21K | 0.01% | 285 |
|
|
2023
Q4 | $23.2K | Sell |
551
-116
| -17% | -$4.89K | 0.01% | 297 |
|
|
2023
Q3 | $24.6K | Sell |
667
-218
| -25% | -$8.04K | 0.01% | 278 |
|
|
2023
Q2 | $34.4K | Buy |
+885
| New | +$34.4K | 0.01% | 314 |
|
|
2022
Q4 | $48.5K | Buy |
+1,259
| New | +$48.5K | 0.02% | 272 |
|