Doyle Wealth Management’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $3.62M | Sell |
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|
2022
Q2 | $3.93M | Buy |
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|
2022
Q1 | $3.88M | Buy |
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|
2021
Q4 | $4.12M | Buy |
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|
2021
Q3 | $3.44M | Buy |
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|
2021
Q2 | $2.88M | Buy |
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|
2021
Q1 | $2.42M | Buy |
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|
2020
Q4 | $1.78M | Buy |
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|
2020
Q3 | $1.2M | Buy |
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|
2020
Q2 | $975K | Buy |
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|
2020
Q1 | $494K | Sell |
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|
2019
Q4 | $780K | Buy |
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|
2019
Q3 | $690K | Buy |
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|
2019
Q2 | $700K | Buy |
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|
2019
Q1 | $499K | Buy |
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|
2018
Q4 | $41K | Buy |
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