CFP
Curran Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,846
| Closed | -$261K | – | 80 |
|
|
2021
Q4 | $261K | Sell |
5,846
-568
| -9% | -$25.4K | 0.11% | 62 |
|
|
2021
Q3 | $272K | Sell |
6,414
-221
| -3% | -$9.37K | 0.14% | 49 |
|
|
2021
Q2 | $292K | Buy |
6,635
+1
| +0% | +$44 | 0.16% | 55 |
|
|
2021
Q1 | $280K | Sell |
6,634
-24
| -0.4% | -$1.01K | 0.2% | 52 |
|
|
2020
Q4 | $238K | Buy |
+6,658
| New | +$238K | 0.2% | 51 |
|