DWM
Doyle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $3.62M | Sell |
106,351
-2,789
| -3% | -$95K | 0.31% | 67 |
|
|
2022
Q2 | $3.93M | Buy |
109,140
+16,946
| +18% | +$610K | 0.32% | 69 |
|
|
2022
Q1 | $3.88M | Buy |
92,194
+10
| +0% | +$421 | 0.28% | 70 |
|
|
2021
Q4 | $4.12M | Buy |
92,184
+11,437
| +14% | +$511K | 0.3% | 67 |
|
|
2021
Q3 | $3.44M | Buy |
80,747
+15,244
| +23% | +$649K | 0.27% | 70 |
|
|
2021
Q2 | $2.88M | Buy |
65,503
+8,214
| +14% | +$361K | 0.24% | 72 |
|
|
2021
Q1 | $2.42M | Buy |
57,289
+7,521
| +15% | +$318K | 0.23% | 76 |
|
|
2020
Q4 | $1.78M | Buy |
49,768
+6,097
| +14% | +$218K | 0.18% | 79 |
|
|
2020
Q3 | $1.2M | Buy |
43,671
+6,972
| +19% | +$191K | 0.14% | 82 |
|
|
2020
Q2 | $975K | Buy |
36,699
+14,091
| +62% | +$374K | 0.13% | 82 |
|
|
2020
Q1 | $494K | Sell |
22,608
-1,289
| -5% | -$28.2K | 0.08% | 106 |
|
|
2019
Q4 | $780K | Buy |
23,897
+898
| +4% | +$29.3K | 0.1% | 94 |
|
|
2019
Q3 | $690K | Buy |
22,999
+138
| +0.6% | +$4.14K | 0.1% | 98 |
|
|
2019
Q2 | $700K | Buy |
22,861
+6,702
| +41% | +$205K | 0.1% | 92 |
|
|
2019
Q1 | $499K | Buy |
16,159
+14,619
| +949% | +$451K | 0.07% | 110 |
|
|
2018
Q4 | $41K | Buy |
+1,540
| New | +$41K | 0.01% | 397 |
|