DWM
Dogwood Wealth Management’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 | $96K | Sell |
2,197
-157
| -7% | -$6.86K | 0.05% | 100 |
|
|
2025
Q1 | $95.9K | Sell |
2,354
-84
| -3% | -$3.42K | 0.05% | 101 |
|
|
2024
Q4 | $110K | Buy |
2,438
+208
| +9% | +$9.34K | 0.06% | 96 |
|
|
2024
Q3 | $101K | Buy |
2,230
+248
| +13% | +$11.3K | 0.06% | 99 |
|
|
2024
Q2 | $82.3K | Sell |
1,982
-5,848
| -75% | -$243K | 0.05% | 104 |
|
|
2024
Q1 | $337K | Sell |
7,830
-5,219
| -40% | -$225K | 0.23% | 62 |
|
|
2023
Q4 | $550K | Buy |
+13,049
| New | +$550K | 0.43% | 38 |
|